+390.2%
HPE vs UPRO
+1,130.0%
-739.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.9% | +0.9% | +3.2% |
| 7D | +0.3% | -3.8% | +4.1% | +2.2% |
| 30D | -28.6% | -8.9% | -19.7% | -25.5% |
| 3M | -7.4% | -7.4% | +0.1% | -3.9% |
| 6M | +63.7% | +1.6% | +62.1% | +64.0% |
| YTD | +111.7% | +23.2% | +88.5% | +95.4% |
| 1Y | +123.5% | +21.2% | +102.2% | +107.4% |
| 3Y | +238.7% | +230.8% | +7.9% | +107.4% |
| 5Y | +261.0% | +106.7% | +154.4% | +141.8% |
| 10Y | +390.2% | +1,125.0% | -734.8% | +33.0% |
| All | +390.2% | +1,130.0% | -739.8% | +33.0% |
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