+98.2%
DE vs UPRO
+133.2%
-34.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.2% |
| 7D | -3.0% | -1.3% | -1.7% | -2.7% |
| 30D | +11.1% | -5.0% | +16.2% | +12.5% |
| 3M | +17.6% | +7.5% | +10.1% | +14.9% |
| 6M | +13.6% | +33.2% | -19.6% | +4.5% |
| YTD | +46.3% | +27.7% | +18.5% | +35.6% |
| 1Y | +44.2% | +43.0% | +1.1% | +29.0% |
| 3Y | +76.6% | +224.4% | -147.9% | +21.1% |
| 5Y | +98.2% | +135.9% | -37.6% | +33.6% |
| All | +98.2% | +133.2% | -34.9% | +33.6% |
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