+30.9%
DOCU vs UPRO
+222.2%
-191.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +4.2% |
| 7D | +6.9% | +0.1% | +6.8% | +6.8% |
| 30D | +19.0% | -0.9% | +19.9% | +19.5% |
| 3M | +34.3% | +1.9% | +32.4% | +32.6% |
| 6M | +48.0% | +33.1% | +14.9% | +30.0% |
| YTD | 0.0% | +31.8% | -31.8% | -11.9% |
| 1Y | -10.3% | +48.3% | -58.6% | -25.4% |
| All | +30.9% | +222.2% | -191.3% | -30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling