+34.2%
DIS vs UPRO
+1,093.1%
-1,058.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | +5.2% | -8.7% | +13.9% | +8.1% |
| 30D | +11.5% | -16.9% | +28.4% | +17.8% |
| 3M | +11.5% | -15.3% | +26.8% | +16.8% |
| 6M | +8.9% | -5.7% | +14.6% | +9.1% |
| YTD | +3.4% | +12.1% | -8.7% | -2.9% |
| 1Y | +7.2% | +16.4% | -9.2% | -0.8% |
| 3Y | +43.3% | +210.5% | -167.2% | -10.3% |
| 5Y | -31.4% | +82.4% | -113.8% | -52.3% |
| All | +34.2% | +1,093.1% | -1,058.9% | -50.8% |
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