+4,404.4%
DELL vs UPRO
+1,258.3%
+3,146.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.5% | +10.9% |
| 7D | +8.2% | -2.5% | +10.8% | +9.5% |
| 30D | +17.1% | -4.2% | +21.3% | +19.6% |
| 3M | +45.2% | +8.1% | +37.1% | +41.0% |
| 6M | +286.8% | +35.2% | +251.5% | +242.3% |
| YTD | +354.8% | +28.4% | +326.3% | +311.5% |
| 1Y | +358.3% | +39.3% | +319.0% | +300.9% |
| 3Y | +724.9% | +219.9% | +505.0% | +417.7% |
| 5Y | +1,193.7% | +142.8% | +1,050.9% | +729.7% |
| All | +4,404.4% | +1,258.3% | +3,146.1% | +1,275.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling