-27.9%
DHR vs UPRO
+133.2%
-161.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | -2.4% | -1.3% | -1.1% | -2.0% |
| 30D | -2.2% | -5.0% | +2.9% | -0.7% |
| 3M | +9.0% | +7.5% | +1.5% | +5.7% |
| 6M | +3.5% | +33.2% | -29.8% | -6.7% |
| YTD | -10.1% | +27.7% | -37.9% | -18.1% |
| 1Y | +6.2% | +43.0% | -36.8% | -7.2% |
| 3Y | -5.4% | +224.4% | -229.8% | -39.9% |
| 5Y | -27.9% | +135.9% | -163.8% | -54.5% |
| All | -27.9% | +133.2% | -161.1% | -54.5% |
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