+194.3%
JCI vs UPRO
+226.4%
-32.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +7.0% | -2.2% | +2.0% |
| 7D | -3.4% | -0.9% | -2.5% | -3.4% |
| 30D | -10.1% | -11.4% | +1.3% | -6.0% |
| 3M | -6.8% | -10.9% | +4.1% | -2.8% |
| 6M | +2.0% | -0.5% | +2.5% | +1.4% |
| YTD | +19.2% | +19.9% | -0.7% | +9.2% |
| 1Y | +16.7% | +24.2% | -7.5% | +5.3% |
| 3Y | +194.3% | +236.9% | -42.6% | +79.4% |
| All | +194.3% | +226.4% | -32.1% | +79.4% |
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 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