+167.8%
JCI vs UPRO
+230.2%
-62.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.6% |
| 7D | +5.1% | +1.5% | +3.7% | +4.5% |
| 30D | -3.8% | -3.7% | -0.1% | -2.6% |
| 3M | +1.9% | +8.0% | -6.1% | -1.5% |
| 6M | +11.2% | +38.7% | -27.5% | -2.9% |
| YTD | +22.9% | +29.5% | -6.6% | +9.6% |
| 1Y | +37.4% | +46.1% | -8.7% | +16.2% |
| 3Y | +167.8% | +229.1% | -61.3% | +60.7% |
| All | +167.8% | +230.2% | -62.3% | +60.7% |
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