+1.2%
HAL vs UPRO
+1,152.9%
-1,151.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | 0.0% |
| 7D | +0.5% | +1.5% | -1.0% | -0.2% |
| 30D | +15.9% | -3.7% | +19.6% | +17.6% |
| 3M | -8.7% | +8.0% | -16.7% | -12.9% |
| 6M | +9.0% | +38.7% | -29.6% | -8.4% |
| YTD | +32.0% | +29.5% | +2.5% | +13.8% |
| 1Y | +72.5% | +46.1% | +26.4% | +39.7% |
| 3Y | -4.5% | +229.1% | -233.6% | -50.9% |
| 5Y | +109.7% | +136.0% | -26.3% | +10.8% |
| 10Y | +1.2% | +1,155.3% | -1,154.1% | -79.2% |
| All | +1.2% | +1,152.9% | -1,151.7% | -79.2% |
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