+809.5%
DIA vs UPRO
+14,289.1%
-13,479.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -0.2% | +0.1% | -0.2% | -0.2% |
| 30D | -1.5% | -0.9% | -0.6% | -1.3% |
| 3M | +3.8% | +1.9% | +1.8% | +2.6% |
| 6M | +10.3% | +33.1% | -22.8% | 0.0% |
| YTD | +12.1% | +31.8% | -19.7% | +1.7% |
| 1Y | +18.6% | +48.3% | -29.6% | +3.4% |
| 3Y | +60.6% | +221.5% | -160.8% | +4.5% |
| 5Y | +64.4% | +136.7% | -72.3% | +8.4% |
| 10Y | +250.1% | +1,179.2% | -929.1% | +14.3% |
| All | +809.5% | +14,289.1% | -13,479.6% | +24.5% |
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 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