+842.6%
ASX vs UPRO
+1,163.1%
-320.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.0% | +1.7% | +5.6% |
| 7D | -12.3% | -0.9% | -11.4% | -11.2% |
| 30D | -26.0% | -11.4% | -14.6% | -21.1% |
| 3M | -8.1% | -10.9% | +2.8% | -2.3% |
| 6M | +1.4% | -0.5% | +1.9% | +4.1% |
| YTD | +115.6% | +19.9% | +95.7% | +105.0% |
| 1Y | +128.0% | +24.2% | +103.8% | +113.6% |
| 3Y | +371.4% | +236.9% | +134.5% | +192.4% |
| 5Y | +469.4% | +96.6% | +372.8% | +301.6% |
| 10Y | +842.6% | +1,091.6% | -248.9% | +192.5% |
| All | +842.6% | +1,163.1% | -320.5% | +192.5% |
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