+179.6%
CAH vs UPRO
+226.4%
-46.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.1% |
| 7D | +3.5% | +7.4% | -4.0% | +3.0% |
| 30D | +13.5% | -7.9% | +21.4% | +13.9% |
| 3M | +21.8% | -12.0% | +33.9% | +22.7% |
| 6M | +51.5% | -2.0% | +53.5% | +51.0% |
| YTD | +38.1% | +20.4% | +17.7% | +34.7% |
| 1Y | +37.7% | +24.5% | +13.2% | +33.8% |
| 3Y | +179.6% | +224.4% | -44.8% | +164.3% |
| All | +179.6% | +226.4% | -46.8% | +164.3% |
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 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