+837.0%
APO vs UPRO
+1,102.3%
-265.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.8% |
| 7D | +3.5% | +9.7% | -6.2% | -1.0% |
| 30D | +4.4% | -9.8% | +14.1% | +8.8% |
| 3M | -12.1% | -9.1% | -3.0% | -8.7% |
| 6M | -7.2% | +0.9% | -8.1% | -9.1% |
| YTD | -15.1% | +21.9% | -37.0% | -24.5% |
| 1Y | -7.7% | +19.8% | -27.4% | -17.3% |
| 3Y | +49.6% | +227.4% | -177.8% | -19.1% |
| 5Y | +78.3% | +100.1% | -21.8% | +11.0% |
| All | +837.0% | +1,102.3% | -265.3% | +94.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling