+144.3%
AR vs UPRO
+136.1%
+8.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.3% |
| 7D | -1.8% | +1.5% | -3.3% | -2.3% |
| 30D | +12.6% | -3.7% | +16.3% | +13.8% |
| 3M | +10.0% | +8.0% | +2.0% | +6.0% |
| 6M | +0.6% | +38.7% | -38.0% | -12.4% |
| YTD | +13.4% | +29.5% | -16.1% | +0.7% |
| 1Y | +21.7% | +46.1% | -24.4% | +3.0% |
| 3Y | +45.8% | +229.1% | -183.3% | -13.1% |
| 5Y | +144.3% | +136.0% | +8.2% | +57.0% |
| All | +144.3% | +136.1% | +8.1% | +57.0% |
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