+97.4%
JBL vs UPRO
+226.4%
-129.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.5% |
| 7D | +6.3% | +7.4% | -1.1% | +2.3% |
| 30D | -13.5% | -7.9% | -5.6% | -9.8% |
| 3M | -31.3% | -12.0% | -19.3% | -26.6% |
| 6M | -28.4% | -2.0% | -26.5% | -27.9% |
| YTD | +11.6% | +20.4% | -8.8% | +0.8% |
| 1Y | +26.1% | +24.5% | +1.6% | +12.0% |
| 3Y | +97.4% | +224.4% | -127.0% | -2.3% |
| All | +97.4% | +226.4% | -129.0% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling