+155.0%
HON vs UPRO
+1,087.5%
-932.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | +1.1% | +7.4% | -6.3% | -1.2% |
| 30D | +7.2% | -7.9% | +15.0% | +9.5% |
| 3M | -4.6% | -12.0% | +7.4% | -1.4% |
| 6M | -1.9% | -2.0% | +0.1% | -2.4% |
| YTD | +10.2% | +20.4% | -10.2% | +2.1% |
| 1Y | +8.2% | +24.5% | -16.3% | -1.0% |
| 3Y | +27.6% | +224.4% | -196.7% | -18.8% |
| 5Y | +11.7% | +97.6% | -85.9% | -23.0% |
| All | +155.0% | +1,087.5% | -932.4% | -20.5% |
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