-47.3%
DOCS vs UPRO
+29.4%
-76.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.9% | +1.5% | +5.4% |
| 7D | +1.2% | -2.6% | +3.8% | +1.6% |
| 30D | +21.3% | -4.3% | +25.6% | +22.1% |
| 3M | +58.4% | -4.3% | +62.7% | +59.2% |
| 6M | +39.3% | +14.7% | +24.6% | +36.3% |
| YTD | -21.7% | +28.0% | -49.7% | -23.2% |
| 1Y | -47.3% | +29.8% | -77.2% | -49.0% |
| All | -47.3% | +29.4% | -76.7% | -49.0% |
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