+887.2%
ASX vs UPRO
+1,064.0%
-176.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.4% | +3.7% |
| 7D | -9.1% | -2.9% | -6.3% | -7.3% |
| 30D | -23.6% | -12.4% | -11.2% | -18.1% |
| 3M | -5.6% | -11.9% | +6.2% | +0.8% |
| 6M | +4.7% | -1.7% | +6.4% | +8.0% |
| YTD | +122.6% | +18.5% | +104.1% | +112.7% |
| 1Y | +133.0% | +17.5% | +115.5% | +123.2% |
| 3Y | +367.1% | +218.4% | +148.8% | +196.1% |
| 5Y | +504.7% | +99.1% | +405.6% | +324.9% |
| 10Y | +887.2% | +1,071.1% | -183.9% | +210.8% |
| All | +887.2% | +1,064.0% | -176.8% | +210.8% |
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