+621.7%
HPE vs UPRO
+1,469.1%
-847.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.0% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -2.3% | -0.9% | -1.4% | -1.8% |
| 3M | -2.9% | +1.9% | -4.8% | -3.5% |
| 6M | +143.6% | +33.1% | +110.5% | +116.2% |
| YTD | +118.5% | +31.8% | +86.7% | +94.7% |
| 1Y | +129.2% | +48.3% | +80.9% | +94.5% |
| 3Y | +212.5% | +221.5% | -9.0% | +88.7% |
| 5Y | +286.9% | +136.7% | +150.2% | +139.8% |
| 10Y | +432.3% | +1,179.2% | -746.8% | +21.1% |
| All | +621.7% | +1,469.1% | -847.4% | +44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling