+104.0%
ED vs UPRO
+1,152.9%
-1,048.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | +0.5% | +1.5% | -0.9% | +0.4% |
| 30D | +1.1% | -3.7% | +4.8% | +1.5% |
| 3M | +4.6% | +8.0% | -3.3% | +3.4% |
| 6M | -2.0% | +38.7% | -40.6% | -6.5% |
| YTD | +11.7% | +29.5% | -17.9% | +7.2% |
| 1Y | +15.7% | +46.1% | -30.3% | +9.0% |
| 3Y | +34.4% | +229.1% | -194.7% | +7.8% |
| 5Y | +67.3% | +136.0% | -68.7% | +34.6% |
| 10Y | +104.0% | +1,155.3% | -1,051.2% | +6.8% |
| All | +104.0% | +1,152.9% | -1,048.9% | +6.8% |
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