+109.8%
EMR vs UPRO
+226.4%
-116.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +7.0% | -2.5% | +1.3% |
| 7D | +2.1% | -0.9% | +3.0% | +2.2% |
| 30D | +4.8% | -11.4% | +16.2% | +10.0% |
| 3M | +7.5% | -10.9% | +18.4% | +12.4% |
| 6M | +20.9% | -0.5% | +21.4% | +19.7% |
| YTD | +29.2% | +19.9% | +9.3% | +17.3% |
| 1Y | +33.0% | +24.2% | +8.8% | +18.8% |
| 3Y | +109.8% | +236.9% | -127.2% | +20.7% |
| All | +109.8% | +226.4% | -116.7% | +20.7% |
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