+6.1%
HD vs UPRO
+102.9%
-96.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.6% |
| 7D | -0.5% | +9.7% | -10.1% | -3.0% |
| 30D | +18.5% | -9.8% | +28.2% | +21.3% |
| 3M | +2.2% | -9.1% | +11.3% | +4.2% |
| 6M | +13.8% | +0.9% | +12.9% | +12.2% |
| YTD | +3.4% | +21.9% | -18.5% | -4.0% |
| 1Y | -3.5% | +19.8% | -23.3% | -10.2% |
| 3Y | +29.0% | +227.4% | -198.4% | -16.2% |
| 5Y | +6.1% | +100.1% | -94.0% | -25.5% |
| All | +6.1% | +102.9% | -96.8% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling