-35.7%
AUR vs UPRO
+182.5%
-218.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.9% | -0.3% |
| 7D | +1.4% | -2.5% | +4.0% | +3.4% |
| 30D | -6.4% | -4.2% | -2.2% | -2.9% |
| 3M | +7.7% | +8.1% | -0.3% | +1.9% |
| 6M | +44.5% | +35.2% | +9.3% | +15.3% |
| YTD | +67.4% | +28.4% | +39.0% | +39.1% |
| 1Y | +15.4% | +39.3% | -23.8% | -10.0% |
| 3Y | +94.8% | +219.9% | -125.0% | -17.4% |
| 5Y | -35.1% | +142.8% | -177.9% | -66.8% |
| All | -35.7% | +182.5% | -218.2% | -67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling