+790.7%
DIA vs UPRO
+12,842.4%
-12,051.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | +0.9% | -2.9% | +3.8% | +1.5% |
| 30D | +1.1% | -12.4% | +13.5% | +4.9% |
| 3M | -2.9% | -11.9% | +9.0% | +0.4% |
| 6M | +5.9% | -1.7% | +7.5% | +5.3% |
| YTD | +9.8% | +18.5% | -8.8% | +2.4% |
| 1Y | +11.7% | +17.5% | -5.8% | +4.3% |
| 3Y | +59.5% | +218.4% | -158.8% | +3.9% |
| 5Y | +57.5% | +99.1% | -41.6% | +9.4% |
| 10Y | +235.9% | +1,071.1% | -835.2% | +12.4% |
| All | +790.7% | +12,842.4% | -12,051.6% | +25.3% |
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