+362.8%
HPE vs UPRO
+133.2%
+229.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +5.7% |
| 7D | +13.6% | -1.3% | +14.9% | +14.2% |
| 30D | +7.7% | -5.0% | +12.7% | +10.2% |
| 3M | +22.4% | +7.5% | +14.9% | +18.5% |
| 6M | +172.6% | +33.2% | +139.4% | +140.9% |
| YTD | +147.5% | +27.7% | +119.8% | +122.7% |
| 1Y | +151.8% | +43.0% | +108.8% | +116.1% |
| 3Y | +267.1% | +224.4% | +42.6% | +125.4% |
| 5Y | +362.8% | +135.9% | +226.9% | +186.0% |
| All | +362.8% | +133.2% | +229.6% | +186.0% |
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 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