+486.4%
DUK vs UPRO
+14,044.6%
-13,558.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.1% |
| 7D | +0.7% | +1.5% | -0.8% | +0.5% |
| 30D | -2.0% | -3.7% | +1.7% | -1.5% |
| 3M | +0.2% | +8.0% | -7.8% | -1.4% |
| 6M | -6.9% | +38.7% | -45.5% | -12.3% |
| YTD | +6.1% | +29.5% | -23.4% | +0.8% |
| 1Y | +4.4% | +46.1% | -41.7% | -3.2% |
| 3Y | +49.1% | +229.1% | -180.0% | +15.1% |
| 5Y | +39.6% | +136.0% | -96.4% | +8.0% |
| 10Y | +125.1% | +1,155.3% | -1,030.1% | +14.5% |
| All | +486.4% | +14,044.6% | -13,558.3% | +74.1% |
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