+61.3%
HDB vs UPRO
+1,163.1%
-1,101.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.0% | -4.3% | +0.9% |
| 7D | +13.7% | -0.9% | +14.6% | +13.6% |
| 30D | +15.8% | -11.4% | +27.3% | +18.8% |
| 3M | +9.2% | -10.9% | +20.1% | +11.8% |
| 6M | +3.2% | -0.5% | +3.7% | +2.2% |
| YTD | -29.4% | +19.9% | -49.2% | -33.6% |
| 1Y | -27.9% | +24.2% | -52.1% | -33.0% |
| 3Y | -5.9% | +236.9% | -242.8% | -36.8% |
| 5Y | -23.5% | +96.6% | -120.1% | -44.3% |
| 10Y | +61.3% | +1,091.6% | -1,030.3% | -40.6% |
| All | +61.3% | +1,163.1% | -1,101.8% | -40.6% |
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