+593.0%
BE vs UPRO
+422.1%
+170.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.9% |
| 7D | -14.7% | -8.7% | -6.0% | -9.2% |
| 30D | -40.5% | -16.9% | -23.6% | -32.1% |
| 3M | -24.3% | -15.3% | -9.1% | -14.5% |
| 6M | -39.3% | -5.7% | -33.6% | -34.5% |
| YTD | +99.4% | +12.1% | +87.3% | +95.2% |
| 1Y | +26.6% | +16.4% | +10.2% | +23.0% |
| 3Y | +1,616.9% | +210.5% | +1,406.4% | +790.7% |
| 5Y | +441.4% | +82.4% | +359.0% | +262.7% |
| All | +593.0% | +422.1% | +170.9% | +101.9% |
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