+1,106.2%
DELL vs UPRO
+133.2%
+973.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.0% |
| 7D | +8.7% | -1.3% | +10.1% | +9.5% |
| 30D | +16.9% | -5.0% | +21.9% | +20.2% |
| 3M | +40.4% | +7.5% | +32.9% | +35.7% |
| 6M | +267.1% | +33.2% | +233.8% | +219.3% |
| YTD | +329.1% | +27.7% | +301.4% | +281.3% |
| 1Y | +346.9% | +43.0% | +303.9% | +275.5% |
| 3Y | +696.6% | +224.4% | +472.2% | +364.7% |
| 5Y | +1,106.2% | +135.9% | +970.3% | +619.5% |
| All | +1,106.2% | +133.2% | +973.0% | +619.5% |
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