-10.9%
DOW vs UPRO
+525.7%
-536.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | -6.0% | -1.3% | -4.7% | -5.6% |
| 30D | -2.7% | -5.0% | +2.3% | -1.1% |
| 3M | -10.5% | +7.5% | -18.0% | -14.0% |
| 6M | -12.4% | +33.2% | -45.7% | -23.9% |
| YTD | +30.0% | +27.7% | +2.3% | +14.6% |
| 1Y | +27.8% | +43.0% | -15.2% | +7.6% |
| 3Y | -34.9% | +224.4% | -259.4% | -62.2% |
| 5Y | -35.9% | +135.9% | -171.7% | -62.1% |
| All | -10.9% | +525.7% | -536.6% | -69.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling