+1,490.9%
HWM vs UPRO
+1,102.3%
+388.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +11.1% | +9.7% | +1.5% | +6.8% |
| 30D | +3.0% | -9.8% | +12.7% | +7.0% |
| 3M | -20.7% | -9.1% | -11.6% | -18.0% |
| 6M | -17.2% | +0.9% | -18.1% | -18.7% |
| YTD | +9.1% | +21.9% | -12.8% | -2.1% |
| 1Y | +9.0% | +19.8% | -10.8% | -1.6% |
| 3Y | +353.8% | +227.4% | +126.5% | +151.2% |
| 5Y | +608.0% | +100.1% | +508.0% | +339.3% |
| All | +1,490.9% | +1,102.3% | +388.6% | +173.5% |
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