+1,026.7%
AWK vs UPRO
+14,289.1%
-13,262.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +1.7% | +0.1% | +1.7% | +1.7% |
| 30D | +5.6% | -0.9% | +6.5% | +5.7% |
| 3M | +15.9% | +1.9% | +13.9% | +14.8% |
| 6M | +4.6% | +33.1% | -28.5% | -1.9% |
| YTD | +10.1% | +31.8% | -21.7% | +3.1% |
| 1Y | +2.1% | +48.3% | -46.2% | -7.0% |
| 3Y | +9.8% | +221.5% | -211.6% | -19.1% |
| 5Y | -15.4% | +136.7% | -152.1% | -37.3% |
| 10Y | +129.4% | +1,179.2% | -1,049.8% | +5.1% |
| All | +1,026.7% | +14,289.1% | -13,262.4% | +200.6% |
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