-76.2%
ENPH vs UPRO
+136.1%
-212.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.7% | +8.5% | +7.7% |
| 7D | +9.3% | +1.5% | +7.8% | +8.3% |
| 30D | -7.3% | -3.7% | -3.5% | -5.4% |
| 3M | -31.7% | +8.0% | -39.7% | -34.2% |
| 6M | -3.5% | +38.7% | -42.1% | -17.5% |
| YTD | +21.2% | +29.5% | -8.4% | +7.2% |
| 1Y | +0.1% | +46.1% | -46.0% | -16.6% |
| 3Y | -67.7% | +229.1% | -296.8% | -84.0% |
| 5Y | -76.2% | +136.0% | -212.2% | -85.7% |
| All | -76.2% | +136.1% | -212.4% | -85.7% |
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 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