-25.3%
HDB vs UPRO
+81.0%
-106.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +1.6% |
| 7D | +13.3% | -8.7% | +22.0% | +15.2% |
| 30D | +13.6% | -16.9% | +30.4% | +17.6% |
| 3M | +5.8% | -15.3% | +21.0% | +9.0% |
| 6M | -1.9% | -5.7% | +3.8% | -1.5% |
| YTD | -31.2% | +12.1% | -43.3% | -33.7% |
| 1Y | -29.6% | +16.4% | -46.0% | -32.8% |
| 3Y | -10.1% | +210.5% | -220.6% | -35.3% |
| All | -25.3% | +81.0% | -106.4% | -41.6% |
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 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