-69.1%
APTV vs UPRO
+136.1%
-205.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -3.8% |
| 7D | +2.0% | +1.5% | +0.5% | +1.3% |
| 30D | -7.7% | -3.7% | -4.0% | -6.1% |
| 3M | -34.0% | +8.0% | -42.0% | -36.9% |
| 6M | -37.1% | +38.7% | -75.7% | -47.0% |
| YTD | -39.9% | +29.5% | -69.4% | -47.8% |
| 1Y | -44.4% | +46.1% | -90.5% | -54.7% |
| 3Y | -54.5% | +229.1% | -283.6% | -77.0% |
| 5Y | -69.1% | +136.0% | -205.1% | -83.3% |
| All | -69.1% | +136.1% | -205.3% | -83.3% |
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