+440.5%
C vs UPRO
+12,137.2%
-11,696.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.1% |
| 7D | -2.4% | -8.7% | +6.3% | +1.5% |
| 30D | -6.0% | -16.9% | +10.9% | +2.1% |
| 3M | -10.5% | -15.3% | +4.7% | -3.9% |
| 6M | -5.7% | -5.7% | 0.0% | -4.6% |
| YTD | +4.1% | +12.1% | -7.9% | -3.5% |
| 1Y | +20.5% | +16.4% | +4.1% | +9.4% |
| 3Y | +208.1% | +210.5% | -2.4% | +63.1% |
| 5Y | +110.4% | +82.4% | +28.0% | +26.3% |
| 10Y | +234.6% | +1,144.5% | -909.9% | -44.7% |
| All | +440.5% | +12,137.2% | -11,696.7% | -77.9% |
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