+63.2%
DHI vs UPRO
+137.8%
-74.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +0.9% |
| 7D | -3.4% | -2.5% | -0.9% | -2.6% |
| 30D | -5.4% | -4.2% | -1.2% | -4.1% |
| 3M | -10.4% | +8.1% | -18.5% | -13.0% |
| 6M | -2.8% | +35.2% | -38.0% | -12.8% |
| YTD | -3.4% | +28.4% | -31.9% | -12.3% |
| 1Y | -22.9% | +39.3% | -62.2% | -32.3% |
| 3Y | +20.7% | +219.9% | -199.2% | -27.7% |
| All | +63.2% | +137.8% | -74.6% | +2.9% |
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