+1,089.9%
ARES vs UPRO
+1,102.3%
-12.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.9% |
| 7D | -0.3% | +9.7% | -10.0% | -4.3% |
| 30D | +15.3% | -9.8% | +25.0% | +19.6% |
| 3M | -5.4% | -9.1% | +3.7% | -2.1% |
| 6M | +10.0% | +0.9% | +9.1% | +8.4% |
| YTD | -14.7% | +21.9% | -36.6% | -22.8% |
| 1Y | -9.7% | +19.8% | -29.5% | -17.8% |
| 3Y | +35.8% | +227.4% | -191.6% | -21.9% |
| 5Y | +80.9% | +100.1% | -19.2% | +18.7% |
| All | +1,089.9% | +1,102.3% | -12.4% | +317.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling