+678.6%
AU vs UPRO
+137.8%
+540.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | 0.0% |
| 7D | -4.3% | -2.5% | -1.7% | -3.7% |
| 30D | +7.3% | -4.2% | +11.5% | +8.3% |
| 3M | +26.3% | +8.1% | +18.3% | +24.1% |
| 6M | +1.8% | +35.2% | -33.5% | -4.1% |
| YTD | +26.8% | +28.4% | -1.6% | +20.5% |
| 1Y | +66.7% | +39.3% | +27.4% | +56.2% |
| 3Y | +579.1% | +219.9% | +359.2% | +430.8% |
| All | +678.6% | +137.8% | +540.8% | +474.1% |
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