-6.8%
AVGO vs UPRO
+29.4%
-36.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.9% | -6.9% | -5.5% |
| 7D | -7.5% | -2.6% | -4.9% | -5.8% |
| 30D | -10.2% | -4.3% | -5.9% | -7.2% |
| 3M | -22.0% | -4.3% | -17.7% | -19.6% |
| 6M | -21.6% | +14.7% | -36.3% | -29.4% |
| YTD | -5.4% | +28.0% | -33.4% | -21.4% |
| 1Y | -6.8% | +29.8% | -36.7% | -23.0% |
| All | -6.8% | +29.4% | -36.2% | -23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling