+149.5%
GIS vs UPRO
+14,289.1%
-14,139.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.3% |
| 7D | -7.8% | +0.1% | -7.9% | -7.9% |
| 30D | +6.6% | -0.9% | +7.5% | +6.7% |
| 3M | +21.0% | +1.9% | +19.0% | +20.3% |
| 6M | -9.1% | +33.1% | -42.2% | -12.7% |
| YTD | -13.6% | +31.8% | -45.4% | -17.1% |
| 1Y | -18.0% | +48.3% | -66.3% | -22.7% |
| 3Y | -33.7% | +221.5% | -255.1% | -45.3% |
| 5Y | -19.4% | +136.7% | -156.2% | -33.7% |
| 10Y | -21.3% | +1,179.2% | -1,200.4% | -55.9% |
| All | +149.5% | +14,289.1% | -14,139.6% | -3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling