-21.2%
GIS vs UPRO
+40.9%
-62.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.7% |
| 7D | -8.6% | -1.3% | -7.3% | -8.7% |
| 30D | -0.5% | -5.0% | +4.6% | -0.9% |
| 3M | +11.9% | +7.5% | +4.4% | +13.2% |
| 6M | -11.6% | +33.2% | -44.8% | -9.2% |
| YTD | -16.3% | +27.7% | -44.0% | -14.5% |
| All | -21.2% | +40.9% | -62.2% | -19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling