+432.3%
ASX vs UPRO
+137.3%
+295.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.8% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +2.0% | -0.9% | +2.9% | +2.4% |
| 3M | -1.3% | +1.9% | -3.3% | -1.4% |
| 6M | +71.4% | +33.1% | +38.3% | +50.5% |
| YTD | +135.3% | +31.8% | +103.5% | +107.2% |
| 1Y | +267.5% | +48.3% | +219.2% | +205.2% |
| 3Y | +388.5% | +221.5% | +167.0% | +171.2% |
| All | +432.3% | +137.3% | +295.0% | +212.5% |
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 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