+289.5%
EFA vs UPRO
+14,289.1%
-13,999.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +0.9% | -0.9% | +1.7% | +1.1% |
| 3M | +4.9% | +1.9% | +2.9% | +3.8% |
| 6M | +8.6% | +33.1% | -24.5% | -1.5% |
| YTD | +14.6% | +31.8% | -17.2% | +4.1% |
| 1Y | +22.6% | +48.3% | -25.7% | +6.9% |
| 3Y | +66.5% | +221.5% | -155.0% | +7.4% |
| 5Y | +54.5% | +136.7% | -82.2% | +1.0% |
| 10Y | +144.8% | +1,179.2% | -1,034.4% | -29.4% |
| All | +289.5% | +14,289.1% | -13,999.6% | -63.6% |
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 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