+409.8%
JBL vs UPRO
+133.2%
+276.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | +4.0% | -1.3% | +5.3% | +4.6% |
| 30D | -7.5% | -5.0% | -2.5% | -5.3% |
| 3M | -14.1% | +7.5% | -21.6% | -16.9% |
| 6M | +25.9% | +33.2% | -7.3% | +10.4% |
| YTD | +36.7% | +27.7% | +8.9% | +22.1% |
| 1Y | +49.0% | +43.0% | +6.0% | +26.6% |
| 3Y | +191.8% | +224.4% | -32.7% | +68.1% |
| 5Y | +409.8% | +135.9% | +273.9% | +213.5% |
| All | +409.8% | +133.2% | +276.6% | +213.5% |
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