+1,972.6%
HD vs UPRO
+14,289.1%
-12,316.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | -2.1% | +0.1% | -2.1% | -2.1% |
| 30D | -8.4% | -0.9% | -7.5% | -8.2% |
| 3M | +4.3% | +1.9% | +2.4% | +3.1% |
| 6M | -11.1% | +33.1% | -44.2% | -19.6% |
| YTD | -4.7% | +31.8% | -36.5% | -13.7% |
| 1Y | -19.8% | +48.3% | -68.1% | -30.5% |
| 3Y | +4.1% | +221.5% | -217.4% | -33.4% |
| 5Y | +10.3% | +136.7% | -126.4% | -27.9% |
| 10Y | +203.2% | +1,179.2% | -976.0% | -2.2% |
| All | +1,972.6% | +14,289.1% | -12,316.5% | +170.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling