+1,148.2%
JBL vs UPRO
+1,087.5%
+60.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.6% |
| 7D | +6.3% | +7.4% | -1.1% | +3.0% |
| 30D | -13.5% | -7.9% | -5.6% | -10.4% |
| 3M | -31.3% | -12.0% | -19.3% | -27.3% |
| 6M | -28.4% | -2.0% | -26.5% | -27.9% |
| YTD | +11.6% | +20.4% | -8.8% | +2.6% |
| 1Y | +26.1% | +24.5% | +1.6% | +14.2% |
| 3Y | +97.4% | +224.4% | -127.0% | +13.0% |
| 5Y | +301.0% | +97.6% | +203.4% | +160.4% |
| All | +1,148.2% | +1,087.5% | +60.8% | +219.3% |
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