+1,616.9%
BE vs UPRO
+210.8%
+1,406.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.7% |
| 7D | -14.7% | -8.7% | -6.0% | -7.8% |
| 30D | -40.5% | -16.9% | -23.6% | -29.8% |
| 3M | -24.3% | -15.3% | -9.1% | -12.0% |
| 6M | -39.3% | -5.7% | -33.6% | -33.4% |
| YTD | +99.4% | +12.1% | +87.3% | +94.4% |
| 1Y | +26.6% | +16.4% | +10.2% | +22.5% |
| 3Y | +1,616.9% | +210.5% | +1,406.4% | +707.4% |
| All | +1,616.9% | +210.8% | +1,406.1% | +707.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling