+549.2%
EME vs UPRO
+133.2%
+416.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -1.9% |
| 7D | +2.7% | -1.3% | +4.0% | +3.2% |
| 30D | -6.8% | -5.0% | -1.8% | -5.1% |
| 3M | -8.8% | +7.5% | -16.3% | -11.2% |
| 6M | +5.0% | +33.2% | -28.2% | -5.8% |
| YTD | +23.5% | +27.7% | -4.2% | +12.4% |
| 1Y | +21.3% | +43.0% | -21.7% | +6.4% |
| 3Y | +241.1% | +224.4% | +16.6% | +127.6% |
| 5Y | +549.2% | +135.9% | +413.3% | +340.4% |
| All | +549.2% | +133.2% | +416.0% | +340.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling