+33.7%
HDB vs UPRO
+1,162.5%
-1,128.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | -4.9% | -1.3% | -3.6% | -4.5% |
| 30D | -5.8% | -5.0% | -0.8% | -4.7% |
| 3M | -5.2% | +7.5% | -12.7% | -7.3% |
| 6M | -25.7% | +33.2% | -58.9% | -31.4% |
| YTD | -39.6% | +27.7% | -67.3% | -43.8% |
| 1Y | -36.9% | +43.0% | -80.0% | -43.3% |
| 3Y | -29.7% | +224.4% | -254.2% | -52.1% |
| 5Y | -37.8% | +135.9% | -173.6% | -56.8% |
| 10Y | +33.7% | +1,232.5% | -1,198.8% | -51.5% |
| All | +33.7% | +1,162.5% | -1,128.8% | -51.5% |
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