+3,823.5%
ASX vs UPRO
+14,289.1%
-10,465.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +2.0% | -0.9% | +2.9% | +2.3% |
| 3M | -1.3% | +1.9% | -3.3% | -1.2% |
| 6M | +71.4% | +33.1% | +38.3% | +55.3% |
| YTD | +135.3% | +31.8% | +103.5% | +113.7% |
| 1Y | +267.5% | +48.3% | +219.2% | +218.9% |
| 3Y | +388.5% | +221.5% | +167.0% | +210.4% |
| 5Y | +417.1% | +136.7% | +280.3% | +244.6% |
| 10Y | +872.7% | +1,179.2% | -306.4% | +206.8% |
| All | +3,823.5% | +14,289.1% | -10,465.6% | +407.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling