-37.4%
HDB vs UPRO
+136.1%
-173.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.7% |
| 7D | -2.0% | +1.5% | -3.5% | -2.4% |
| 30D | -4.9% | -3.7% | -1.2% | -4.1% |
| 3M | -2.3% | +8.0% | -10.3% | -4.3% |
| 6M | -23.7% | +38.7% | -62.4% | -29.3% |
| YTD | -38.5% | +29.5% | -68.0% | -42.3% |
| 1Y | -36.5% | +46.1% | -82.5% | -42.2% |
| 3Y | -28.5% | +229.1% | -257.5% | -48.9% |
| 5Y | -37.4% | +136.0% | -173.4% | -54.1% |
| All | -37.4% | +136.1% | -173.5% | -54.1% |
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