-34.9%
GIS vs UPRO
+102.9%
-137.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -2.0% |
| 7D | -8.1% | +9.7% | -17.7% | -8.2% |
| 30D | +5.3% | -9.8% | +15.1% | +5.5% |
| 3M | -10.5% | -9.1% | -1.4% | -10.4% |
| 6M | +1.8% | +0.9% | +0.9% | +1.6% |
| YTD | -22.9% | +21.9% | -44.8% | -23.7% |
| 1Y | -22.9% | +19.8% | -42.7% | -23.7% |
| 3Y | -40.5% | +227.4% | -267.9% | -45.1% |
| 5Y | -34.9% | +100.1% | -135.0% | -39.9% |
| All | -34.9% | +102.9% | -137.7% | -39.9% |
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