+402.2%
CAH vs UPRO
+133.2%
+269.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | 0.0% |
| 7D | -2.2% | -1.3% | -0.9% | -2.1% |
| 30D | +1.2% | -5.0% | +6.2% | +1.8% |
| 3M | +13.1% | +7.5% | +5.6% | +11.7% |
| 6M | +8.5% | +33.2% | -24.8% | +3.6% |
| YTD | +17.6% | +27.7% | -10.1% | +12.9% |
| 1Y | +60.7% | +43.0% | +17.6% | +51.1% |
| 3Y | +183.2% | +224.4% | -41.3% | +126.4% |
| 5Y | +402.2% | +135.9% | +266.3% | +301.3% |
| All | +402.2% | +133.2% | +269.0% | +301.3% |
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