+92.1%
DOCU vs UPRO
+210.8%
-118.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.0% |
| 7D | -5.5% | -8.7% | +3.1% | -2.9% |
| 30D | +12.6% | -16.9% | +29.5% | +19.5% |
| 3M | +36.4% | -15.3% | +51.7% | +43.4% |
| 6M | +66.8% | -5.7% | +72.5% | +67.0% |
| YTD | +13.5% | +12.1% | +1.4% | +4.9% |
| 1Y | +11.3% | +16.4% | -5.1% | +0.9% |
| 3Y | +92.1% | +210.5% | -118.5% | +3.3% |
| All | +92.1% | +210.8% | -118.8% | +3.3% |
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