+288.2%
JCI vs UPRO
+1,064.0%
-775.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.9% | +0.1% |
| 7D | -5.9% | -2.9% | -3.0% | -5.2% |
| 30D | -10.4% | -12.4% | +2.1% | -6.5% |
| 3M | -6.1% | -11.9% | +5.8% | -2.3% |
| 6M | +1.7% | -1.7% | +3.4% | +1.7% |
| YTD | +18.9% | +18.5% | +0.3% | +10.9% |
| 1Y | +16.1% | +17.5% | -1.4% | +8.5% |
| 3Y | +187.8% | +218.4% | -30.5% | +87.0% |
| 5Y | +103.2% | +99.1% | +4.1% | +42.3% |
| 10Y | +288.2% | +1,071.1% | -782.9% | +23.4% |
| All | +288.2% | +1,064.0% | -775.8% | +23.4% |
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