-40.2%
INTU vs UPRO
+137.8%
-178.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +1.8% |
| 7D | -3.3% | -2.5% | -0.8% | -2.2% |
| 30D | -3.9% | -4.2% | +0.3% | -2.1% |
| 3M | +16.6% | +8.1% | +8.6% | +11.6% |
| 6M | -26.4% | +35.2% | -61.7% | -37.6% |
| YTD | -51.0% | +28.4% | -79.4% | -57.6% |
| 1Y | -50.8% | +39.3% | -90.0% | -59.3% |
| 3Y | -40.1% | +219.9% | -259.9% | -70.5% |
| All | -40.2% | +137.8% | -178.0% | -67.7% |
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