+50.1%
HST vs UPRO
+20.9%
+29.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.0% | -4.3% | +0.8% |
| 7D | -1.1% | -0.9% | -0.3% | -1.0% |
| 30D | +11.6% | -11.4% | +23.0% | +14.8% |
| 3M | +9.5% | -10.9% | +20.4% | +12.4% |
| 6M | +18.9% | -0.5% | +19.5% | +17.8% |
| YTD | +51.0% | +19.9% | +31.1% | +39.6% |
| All | +50.1% | +20.9% | +29.2% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling