+5,098.3%
JBL vs UPRO
+14,289.1%
-9,190.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.1% |
| 7D | +3.0% | +0.1% | +3.0% | +3.0% |
| 30D | -8.3% | -0.9% | -7.4% | -7.9% |
| 3M | -16.9% | +1.9% | -18.8% | -17.7% |
| 6M | +21.8% | +33.1% | -11.4% | +6.3% |
| YTD | +36.3% | +31.8% | +4.5% | +19.4% |
| 1Y | +49.5% | +48.3% | +1.2% | +23.7% |
| 3Y | +170.6% | +221.5% | -50.8% | +47.5% |
| 5Y | +408.4% | +136.7% | +271.6% | +188.4% |
| 10Y | +1,450.4% | +1,179.2% | +271.2% | +197.7% |
| All | +5,098.3% | +14,289.1% | -9,190.8% | +82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling