+313.2%
APP vs UPRO
+96.6%
+216.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -2.7% |
| 7D | +61.1% | -2.9% | +64.0% | +59.4% |
| 30D | +42.8% | -12.4% | +55.2% | +53.0% |
| 3M | +16.7% | -11.9% | +28.5% | +24.0% |
| 6M | -15.6% | -1.7% | -13.9% | -17.9% |
| YTD | -41.3% | +18.5% | -59.8% | -50.5% |
| 1Y | -39.3% | +17.5% | -56.8% | -48.4% |
| 3Y | +803.2% | +218.4% | +584.8% | +265.7% |
| 5Y | +313.2% | +99.1% | +214.0% | +117.9% |
| All | +313.2% | +96.6% | +216.5% | +117.9% |
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