-50.3%
DOCS vs UPRO
+184.6%
-234.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.2% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +21.8% | -0.9% | +22.7% | +22.5% |
| 3M | +27.3% | +1.9% | +25.4% | +25.0% |
| 6M | -0.3% | +33.1% | -33.5% | -15.4% |
| YTD | -40.5% | +31.8% | -72.3% | -49.7% |
| 1Y | -61.5% | +48.3% | -109.8% | -69.5% |
| 3Y | +8.2% | +221.5% | -213.3% | -47.7% |
| 5Y | -73.4% | +136.7% | -210.2% | -85.7% |
| All | -50.3% | +184.6% | -234.9% | -72.8% |
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