+99.1%
DE vs UPRO
+95.9%
+3.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.5% |
| 7D | +0.3% | +7.4% | -7.1% | -1.5% |
| 30D | +3.6% | -7.9% | +11.4% | +5.2% |
| 3M | +10.2% | -12.0% | +22.3% | +13.0% |
| 6M | +16.6% | -2.0% | +18.5% | +15.8% |
| YTD | +45.8% | +20.4% | +25.4% | +36.5% |
| 1Y | +43.9% | +24.5% | +19.4% | +33.3% |
| 3Y | +89.6% | +224.4% | -134.8% | +30.4% |
| All | +99.1% | +95.9% | +3.2% | +40.1% |
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