+1,076.1%
BE vs UPRO
+137.3%
+938.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +8.2% |
| 7D | +20.0% | +0.1% | +19.9% | +19.9% |
| 30D | +7.9% | -0.9% | +8.8% | +8.7% |
| 3M | -13.2% | +1.9% | -15.1% | -12.8% |
| 6M | +53.5% | +33.1% | +20.3% | +29.0% |
| YTD | +191.0% | +31.8% | +159.2% | +147.0% |
| 1Y | +360.5% | +48.3% | +312.2% | +271.0% |
| 3Y | +1,568.0% | +221.5% | +1,346.5% | +656.2% |
| All | +1,076.1% | +137.3% | +938.9% | +524.3% |
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