+108.4%
B vs UPRO
+102.9%
+5.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.9% |
| 7D | -6.2% | +9.7% | -15.9% | -8.1% |
| 30D | -6.6% | -9.8% | +3.1% | -4.7% |
| 3M | -7.9% | -9.1% | +1.2% | -6.2% |
| 6M | -16.8% | +0.9% | -17.7% | -17.1% |
| YTD | -11.7% | +21.9% | -33.6% | -15.2% |
| 1Y | +3.5% | +19.8% | -16.3% | -0.4% |
| 3Y | +165.7% | +227.4% | -61.7% | +111.9% |
| 5Y | +108.4% | +100.1% | +8.3% | +60.5% |
| All | +108.4% | +102.9% | +5.6% | +60.5% |
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