-34.6%
GIS vs UPRO
+230.2%
-264.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.6% |
| 7D | -8.3% | +1.5% | -9.7% | -8.2% |
| 30D | +2.2% | -3.7% | +5.9% | +2.1% |
| 3M | +15.7% | +8.0% | +7.7% | +16.0% |
| 6M | -12.0% | +38.7% | -50.6% | -11.5% |
| YTD | -15.0% | +29.5% | -44.5% | -14.6% |
| 1Y | -20.1% | +46.1% | -66.2% | -19.9% |
| 3Y | -34.6% | +229.1% | -263.7% | -35.1% |
| All | -34.6% | +230.2% | -264.8% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling