+355.9%
APH vs UPRO
+137.3%
+218.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.4% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -3.9% | -0.9% | -3.0% | -3.6% |
| 3M | +13.0% | +1.9% | +11.0% | +11.7% |
| 6M | +25.2% | +33.1% | -8.0% | +10.3% |
| YTD | +22.9% | +31.8% | -8.9% | +8.8% |
| 1Y | +47.8% | +48.3% | -0.4% | +24.6% |
| 3Y | +283.0% | +221.5% | +61.5% | +132.9% |
| All | +355.9% | +137.3% | +218.6% | +186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling