+36.6%
DIS vs UPRO
+1,163.1%
-1,126.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.0% | -4.9% | -0.3% |
| 7D | +5.3% | -0.9% | +6.2% | +5.2% |
| 30D | +10.2% | -11.4% | +21.7% | +14.0% |
| 3M | +13.5% | -10.9% | +24.4% | +16.9% |
| 6M | +11.1% | -0.5% | +11.7% | +9.4% |
| YTD | +5.5% | +19.9% | -14.4% | -3.1% |
| 1Y | +9.1% | +24.2% | -15.1% | -1.2% |
| 3Y | +36.0% | +236.9% | -201.0% | -17.2% |
| 5Y | -29.8% | +96.6% | -126.4% | -52.4% |
| 10Y | +36.6% | +1,091.6% | -1,055.0% | -52.0% |
| All | +36.6% | +1,163.1% | -1,126.5% | -52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling