-24.8%
HDB vs UPRO
+240.0%
-264.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | +0.4% | +0.1% | +0.4% | +0.4% |
| 30D | -2.8% | -0.9% | -1.9% | -2.7% |
| 3M | -3.5% | +1.9% | -5.5% | -4.1% |
| 6M | -24.7% | +33.1% | -57.8% | -28.6% |
| YTD | -36.6% | +31.8% | -68.4% | -39.8% |
| 1Y | -34.4% | +48.3% | -82.7% | -38.9% |
| All | -24.8% | +240.0% | -264.8% | -42.2% |
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