+1,576.6%
DHR vs UPRO
+14,289.1%
-12,712.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.2% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +4.0% | -0.9% | +4.9% | +4.3% |
| 3M | +11.5% | +1.9% | +9.6% | +9.8% |
| 6M | +1.9% | +33.1% | -31.3% | -8.0% |
| YTD | -8.9% | +31.8% | -40.7% | -17.7% |
| 1Y | +5.1% | +48.3% | -43.2% | -9.0% |
| 3Y | -10.3% | +221.5% | -231.8% | -41.8% |
| 5Y | -27.8% | +136.7% | -164.5% | -52.1% |
| 10Y | +203.6% | +1,179.2% | -975.5% | -3.6% |
| All | +1,576.6% | +14,289.1% | -12,712.5% | +112.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling