+641.7%
BE vs UPRO
+452.2%
+189.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.2% | -3.6% |
| 7D | -13.4% | -2.9% | -10.5% | -11.2% |
| 30D | -33.9% | -12.4% | -21.5% | -26.9% |
| 3M | -12.0% | -11.9% | -0.1% | -2.7% |
| 6M | -29.0% | -1.7% | -27.3% | -25.2% |
| YTD | +113.4% | +18.5% | +94.9% | +101.9% |
| 1Y | +33.2% | +17.5% | +15.7% | +28.7% |
| 3Y | +1,659.2% | +218.4% | +1,440.8% | +801.9% |
| 5Y | +461.4% | +99.1% | +362.2% | +256.9% |
| All | +641.7% | +452.2% | +189.5% | +108.8% |
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