+51.6%
ED vs UPRO
+226.4%
-174.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.3% |
| 7D | +2.1% | +7.4% | -5.4% | +2.5% |
| 30D | +10.4% | -7.9% | +18.3% | +10.0% |
| 3M | +12.5% | -12.0% | +24.6% | +11.8% |
| 6M | +14.9% | -2.0% | +16.9% | +15.1% |
| YTD | +24.8% | +20.4% | +4.4% | +26.5% |
| 1Y | +23.8% | +24.5% | -0.7% | +25.7% |
| 3Y | +51.6% | +224.4% | -172.7% | +32.6% |
| All | +51.6% | +226.4% | -174.7% | +32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling