-31.1%
DOCN vs UPRO
+80.0%
-111.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -13.2% | -2.7% | -5.8% |
| 7D | -29.3% | -14.4% | -14.9% | -20.1% |
| 30D | -46.0% | -18.2% | -27.8% | -36.2% |
| 3M | -43.2% | -16.4% | -26.8% | -34.0% |
| 6M | -53.7% | -2.6% | -51.1% | -52.0% |
| YTD | +46.9% | +11.1% | +35.8% | +37.3% |
| 1Y | +54.3% | +11.8% | +42.6% | +43.3% |
| 3Y | +185.5% | +209.9% | -24.4% | +15.7% |
| 5Y | -31.1% | +80.9% | -112.0% | -54.7% |
| All | -31.1% | +80.0% | -111.1% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling