+107.9%
ASX vs UPRO
+13.2%
+94.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.8% | +5.6% | +5.6% |
| 7D | -19.9% | -8.7% | -11.2% | -11.6% |
| 30D | -30.9% | -16.9% | -14.0% | -16.3% |
| 3M | -15.1% | -15.3% | +0.2% | +0.9% |
| 6M | -6.5% | -5.7% | -0.8% | +3.6% |
| YTD | +98.4% | +12.1% | +86.4% | +97.3% |
| 1Y | +107.9% | +16.4% | +91.4% | +102.5% |
| All | +107.9% | +13.2% | +94.7% | +102.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling