+2,135.9%
APH vs UPRO
+14,289.1%
-12,153.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.1% | -48.9% | -48.2% |
| 7D | -48.7% | -0.7% | -48.0% | -48.8% |
| 30D | -51.9% | -0.9% | -51.1% | -52.0% |
| 3M | -43.6% | +1.9% | -45.5% | -44.3% |
| 6M | -37.5% | +33.1% | -70.6% | -44.7% |
| YTD | -38.6% | +31.8% | -70.4% | -45.4% |
| 1Y | -26.3% | +48.3% | -74.6% | -37.4% |
| 3Y | +89.2% | +221.5% | -132.3% | +15.1% |
| 5Y | +119.8% | +136.7% | -16.9% | +38.0% |
| 10Y | +454.3% | +1,179.2% | -724.9% | +45.6% |
| All | +2,135.9% | +14,289.1% | -12,153.2% | +82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling