+67.0%
APO vs UPRO
+81.0%
-14.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.9% |
| 7D | +0.8% | -8.7% | +9.5% | +5.0% |
| 30D | +1.0% | -16.9% | +17.9% | +10.0% |
| 3M | -8.4% | -15.3% | +6.9% | -1.4% |
| 6M | -9.1% | -5.7% | -3.4% | -7.9% |
| YTD | -18.3% | +12.1% | -30.4% | -24.7% |
| 1Y | -8.0% | +16.4% | -24.4% | -17.0% |
| 3Y | +47.1% | +210.5% | -163.5% | -20.6% |
| All | +67.0% | +81.0% | -14.1% | +4.8% |
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