-10.8%
DOW vs UPRO
+545.6%
-556.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +0.4% | -0.9% | +1.3% | +0.5% |
| 3M | -14.4% | +1.9% | -16.3% | -16.2% |
| 6M | -7.0% | +33.1% | -40.1% | -19.1% |
| YTD | +30.2% | +31.8% | -1.6% | +13.5% |
| 1Y | +29.2% | +48.3% | -19.1% | +7.3% |
| 3Y | -36.7% | +221.5% | -258.2% | -63.1% |
| 5Y | -37.7% | +136.7% | -174.4% | -63.2% |
| All | -10.8% | +545.6% | -556.4% | -69.9% |
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