+1,007.5%
ASX vs UPRO
+1,130.0%
-122.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.9% | +2.7% | +4.9% |
| 7D | +0.8% | -3.8% | +4.6% | +3.5% |
| 30D | -20.4% | -8.9% | -11.6% | -16.2% |
| 3M | -2.1% | -7.4% | +5.3% | +2.5% |
| 6M | +8.2% | +1.6% | +6.7% | +10.2% |
| YTD | +137.3% | +23.2% | +114.1% | +123.2% |
| 1Y | +155.0% | +21.2% | +133.8% | +141.1% |
| 3Y | +397.9% | +230.8% | +167.1% | +210.7% |
| 5Y | +529.2% | +106.7% | +422.6% | +335.3% |
| 10Y | +1,007.5% | +1,125.0% | -117.5% | +255.7% |
| All | +1,007.5% | +1,130.0% | -122.5% | +255.7% |
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 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