+877.5%
EME vs UPRO
+1,087.5%
-210.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | +8.4% | +7.4% | +1.0% | +5.6% |
| 30D | -11.5% | -7.9% | -3.6% | -9.1% |
| 3M | -20.6% | -12.0% | -8.6% | -17.2% |
| 6M | -28.5% | -2.0% | -26.5% | -28.3% |
| YTD | +8.0% | +20.4% | -12.4% | +0.2% |
| 1Y | +6.8% | +24.5% | -17.8% | -2.2% |
| 3Y | +213.9% | +224.4% | -10.5% | +101.9% |
| 5Y | +414.8% | +97.6% | +317.2% | +259.2% |
| All | +877.5% | +1,087.5% | -210.0% | +149.9% |
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 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