+25.8%
C vs UPRO
+22.8%
+3.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | -0.2% |
| 7D | -0.4% | -3.8% | +3.4% | +0.9% |
| 30D | -5.3% | -8.9% | +3.5% | -1.8% |
| 3M | -8.0% | -7.4% | -0.6% | -5.4% |
| 6M | -0.3% | +1.6% | -1.8% | -2.8% |
| YTD | +8.6% | +23.2% | -14.5% | -5.4% |
| 1Y | +25.8% | +21.2% | +4.6% | +10.2% |
| All | +25.8% | +22.8% | +3.0% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling