+2.8%
DIS vs UPRO
+19.0%
-16.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -1.0% |
| 7D | +0.9% | +9.7% | -8.8% | -1.0% |
| 30D | +8.9% | -9.8% | +18.6% | +10.8% |
| 3M | +14.5% | -9.1% | +23.6% | +16.3% |
| 6M | +12.2% | +0.9% | +11.3% | +10.2% |
| YTD | +4.7% | +21.9% | -17.2% | -3.7% |
| 1Y | +2.8% | +19.8% | -17.0% | -5.0% |
| All | +2.8% | +19.0% | -16.1% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling