+707.6%
EMR vs UPRO
+13,348.2%
-12,640.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -1.8% |
| 7D | -2.0% | -3.8% | +1.8% | -0.8% |
| 30D | +2.8% | -8.9% | +11.7% | +6.1% |
| 3M | +2.0% | -7.4% | +9.4% | +4.5% |
| 6M | +20.7% | +1.6% | +19.2% | +18.9% |
| YTD | +27.3% | +23.2% | +4.1% | +16.1% |
| 1Y | +31.0% | +21.2% | +9.8% | +20.1% |
| 3Y | +103.6% | +230.8% | -127.2% | +21.9% |
| 5Y | +88.6% | +106.7% | -18.1% | +22.1% |
| 10Y | +280.6% | +1,125.0% | -844.4% | -0.4% |
| All | +707.6% | +13,348.2% | -12,640.6% | -34.7% |
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 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