-9.4%
HSY vs UPRO
+240.0%
-249.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.1% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -2.8% | -0.9% | -1.9% | -2.8% |
| 3M | -4.5% | +1.9% | -6.4% | -4.5% |
| 6M | -24.2% | +33.1% | -57.3% | -24.9% |
| YTD | -2.7% | +31.8% | -34.5% | -3.6% |
| 1Y | -3.7% | +48.3% | -52.0% | -5.1% |
| All | -9.4% | +240.0% | -249.4% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling