+153.3%
EWY vs UPRO
+133.2%
+20.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.0% |
| 7D | +6.7% | -1.3% | +8.0% | +7.1% |
| 30D | +17.0% | -5.0% | +22.0% | +19.2% |
| 3M | +3.7% | +7.5% | -3.8% | +1.5% |
| 6M | +42.5% | +33.2% | +9.3% | +31.1% |
| YTD | +96.2% | +27.7% | +68.5% | +82.9% |
| 1Y | +160.4% | +43.0% | +117.3% | +134.2% |
| 3Y | +231.7% | +224.4% | +7.2% | +123.8% |
| 5Y | +153.3% | +135.9% | +17.4% | +74.2% |
| All | +153.3% | +133.2% | +20.1% | +74.2% |
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