+43.6%
EWZ vs UPRO
+1,093.1%
-1,049.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -1.5% | -8.7% | +7.2% | +1.3% |
| 30D | -24.5% | -16.9% | -7.6% | -20.1% |
| 3M | -10.7% | -15.3% | +4.6% | -6.2% |
| 6M | -19.1% | -5.7% | -13.4% | -18.7% |
| YTD | +1.6% | +12.1% | -10.5% | -4.4% |
| 1Y | +4.3% | +16.4% | -12.1% | -3.4% |
| 3Y | +19.0% | +210.5% | -191.6% | -28.0% |
| 5Y | +57.7% | +82.4% | -24.7% | +5.0% |
| All | +43.6% | +1,093.1% | -1,049.5% | -65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling