+72.2%
DOCU vs UPRO
+613.5%
-541.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +32.1% |
| 6M | +48.0% | +33.1% | +14.9% | +28.1% |
| YTD | 0.0% | +31.8% | -31.8% | -13.2% |
| 1Y | -10.3% | +48.3% | -58.6% | -26.5% |
| 3Y | +32.4% | +221.5% | -189.1% | -26.6% |
| 5Y | -77.9% | +136.7% | -214.7% | -86.5% |
| All | +72.2% | +613.5% | -541.3% | -30.4% |
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