-3.7%
CDW vs UPRO
+95.9%
-99.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.2% |
| 7D | +9.3% | +7.4% | +1.9% | +6.6% |
| 30D | +14.4% | -7.9% | +22.2% | +17.6% |
| 3M | +21.4% | -12.0% | +33.4% | +26.9% |
| 6M | +72.8% | -2.0% | +74.8% | +72.9% |
| YTD | +28.0% | +20.4% | +7.6% | +17.5% |
| 1Y | +19.3% | +24.5% | -5.2% | +8.1% |
| 3Y | -15.3% | +224.4% | -239.7% | -48.2% |
| All | -3.7% | +95.9% | -99.6% | -33.9% |
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 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