-44.6%
INFY vs UPRO
+137.8%
-182.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -1.0% | +0.9% |
| 7D | -5.4% | -2.5% | -2.8% | -4.8% |
| 30D | -9.9% | -4.2% | -5.6% | -8.9% |
| 3M | -4.6% | +8.1% | -12.6% | -7.0% |
| 6M | -18.5% | +35.2% | -53.7% | -25.5% |
| YTD | -36.5% | +28.4% | -65.0% | -41.3% |
| 1Y | -32.8% | +39.3% | -72.0% | -39.3% |
| 3Y | -32.2% | +219.9% | -252.1% | -53.2% |
| All | -44.6% | +137.8% | -182.4% | -61.0% |
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