+55.3%
B vs UPRO
+12,137.2%
-12,081.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +9.6% | -8.7% | +18.3% | +11.0% |
| 30D | +3.5% | -16.9% | +20.4% | +6.4% |
| 3M | -1.6% | -15.3% | +13.7% | +0.8% |
| 6M | -1.7% | -5.7% | +4.1% | -0.8% |
| YTD | -5.3% | +12.1% | -17.4% | -6.9% |
| 1Y | +27.2% | +16.4% | +10.8% | +24.4% |
| 3Y | +166.1% | +210.5% | -44.4% | +123.0% |
| 5Y | +136.5% | +82.4% | +54.1% | +103.8% |
| 10Y | +172.2% | +1,144.5% | -972.3% | +60.5% |
| All | +55.3% | +12,137.2% | -12,081.9% | -54.4% |
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