+435.6%
DIS vs UPRO
+14,289.1%
-13,853.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.3% |
| 7D | -2.6% | +0.1% | -2.6% | -2.6% |
| 30D | +3.5% | -0.9% | +4.4% | +3.7% |
| 3M | +6.8% | +1.9% | +4.9% | +5.2% |
| 6M | +3.0% | +33.1% | -30.1% | -7.9% |
| YTD | -6.7% | +31.8% | -38.5% | -16.5% |
| 1Y | -10.1% | +48.3% | -58.4% | -23.2% |
| 3Y | +33.0% | +221.5% | -188.4% | -17.8% |
| 5Y | -40.0% | +136.7% | -176.7% | -61.6% |
| 10Y | +21.1% | +1,179.2% | -1,158.1% | -64.5% |
| All | +435.6% | +14,289.1% | -13,853.5% | -47.9% |
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