+415.3%
ASX vs UPRO
+81.0%
+334.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.8% | +5.6% | +6.0% |
| 7D | -19.9% | -8.7% | -11.2% | -15.2% |
| 30D | -30.9% | -16.9% | -14.0% | -22.7% |
| 3M | -15.1% | -15.3% | +0.2% | -6.0% |
| 6M | -6.5% | -5.7% | -0.8% | -0.7% |
| YTD | +98.4% | +12.1% | +86.4% | +93.1% |
| 1Y | +107.9% | +16.4% | +91.4% | +98.3% |
| 3Y | +325.3% | +210.5% | +114.7% | +147.8% |
| All | +415.3% | +81.0% | +334.3% | +250.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling