-6.4%
HAL vs UPRO
+226.4%
-232.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.5% |
| 7D | +6.1% | +7.4% | -1.3% | +3.9% |
| 30D | +2.9% | -7.9% | +10.8% | +4.8% |
| 3M | +3.3% | -12.0% | +15.3% | +6.4% |
| 6M | -16.9% | -2.0% | -15.0% | -17.9% |
| YTD | +21.2% | +20.4% | +0.8% | +11.0% |
| 1Y | +27.5% | +24.5% | +3.0% | +15.2% |
| 3Y | -6.4% | +224.4% | -230.8% | -42.0% |
| All | -6.4% | +226.4% | -232.8% | -42.0% |
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 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