+254.2%
HD vs UPRO
+1,093.1%
-838.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -2.1% |
| 7D | +4.3% | -8.7% | +13.0% | +7.0% |
| 30D | +20.2% | -16.9% | +37.1% | +26.7% |
| 3M | -1.0% | -15.3% | +14.3% | +3.5% |
| 6M | +7.9% | -5.7% | +13.6% | +8.4% |
| YTD | +2.0% | +12.1% | -10.1% | -3.7% |
| 1Y | -4.3% | +16.4% | -20.7% | -10.9% |
| 3Y | +25.9% | +210.5% | -184.6% | -20.2% |
| 5Y | +5.8% | +82.4% | -76.6% | -25.9% |
| All | +254.2% | +1,093.1% | -838.8% | +18.5% |
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