-35.9%
DOW vs UPRO
+136.1%
-172.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.9% |
| 7D | -2.9% | +1.5% | -4.4% | -3.3% |
| 30D | +2.0% | -3.7% | +5.7% | +2.9% |
| 3M | -12.5% | +8.0% | -20.5% | -15.3% |
| 6M | -9.2% | +38.7% | -47.9% | -19.6% |
| YTD | +30.8% | +29.5% | +1.2% | +18.1% |
| 1Y | +29.4% | +46.1% | -16.7% | +12.3% |
| 3Y | -34.6% | +229.1% | -263.6% | -57.1% |
| 5Y | -35.9% | +136.0% | -171.9% | -58.5% |
| All | -35.9% | +136.1% | -172.1% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling