+44.5%
JBL vs UPRO
+40.9%
+3.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.7% |
| 7D | +4.0% | -1.3% | +5.3% | +4.9% |
| 30D | -7.5% | -5.0% | -2.5% | -4.1% |
| 3M | -14.1% | +7.5% | -21.6% | -18.7% |
| 6M | +25.9% | +33.2% | -7.3% | +2.1% |
| YTD | +36.7% | +27.7% | +8.9% | +13.4% |
| All | +44.5% | +40.9% | +3.6% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling