+1,563.3%
APO vs UPRO
+4,039.1%
-2,475.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.8% |
| 7D | +0.8% | -8.7% | +9.5% | +4.6% |
| 30D | +1.0% | -16.9% | +17.9% | +9.0% |
| 3M | -8.4% | -15.3% | +6.9% | -2.1% |
| 6M | -9.1% | -5.7% | -3.4% | -7.9% |
| YTD | -18.3% | +12.1% | -30.4% | -23.9% |
| 1Y | -8.0% | +16.4% | -24.4% | -15.9% |
| 3Y | +47.1% | +210.5% | -163.5% | -14.5% |
| 5Y | +67.2% | +82.4% | -15.2% | +13.0% |
| 10Y | +871.8% | +1,144.5% | -272.7% | +159.9% |
| All | +1,563.3% | +4,039.1% | -2,475.7% | +171.7% |
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