+5.8%
HD vs UPRO
+222.2%
-216.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | -2.1% | +0.1% | -2.1% | -2.1% |
| 30D | -8.4% | -0.9% | -7.5% | -8.3% |
| 3M | +4.3% | +1.9% | +2.4% | +3.4% |
| 6M | -11.1% | +33.1% | -44.2% | -17.9% |
| YTD | -4.7% | +31.8% | -36.5% | -12.0% |
| 1Y | -19.8% | +48.3% | -68.1% | -28.5% |
| All | +5.8% | +222.2% | -216.4% | -31.1% |
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