+496.2%
DIS vs UPRO
+12,035.6%
-11,539.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -13.2% | +11.7% | +3.0% |
| 7D | +5.7% | -14.4% | +20.1% | +10.9% |
| 30D | +12.7% | -18.2% | +30.9% | +19.9% |
| 3M | +15.2% | -16.4% | +31.6% | +21.4% |
| 6M | +17.6% | -2.6% | +20.2% | +16.6% |
| YTD | +3.8% | +11.1% | -7.3% | -2.3% |
| 1Y | +6.8% | +11.8% | -5.0% | +0.1% |
| 3Y | +42.1% | +209.9% | -167.8% | -11.6% |
| 5Y | -31.2% | +80.9% | -112.0% | -52.0% |
| 10Y | +37.6% | +1,134.2% | -1,096.6% | -59.4% |
| All | +496.2% | +12,035.6% | -11,539.5% | -39.0% |
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 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