+32.2%
JD vs UPRO
+1,130.0%
-1,097.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -3.0% |
| 7D | +0.4% | -3.8% | +4.2% | +1.0% |
| 30D | +4.2% | -8.9% | +13.1% | +6.6% |
| 3M | -12.8% | -7.4% | -5.3% | -11.5% |
| 6M | -8.8% | +1.6% | -10.3% | -11.3% |
| YTD | +0.5% | +23.2% | -22.7% | -9.4% |
| 1Y | -8.8% | +21.2% | -30.0% | -17.5% |
| 3Y | +18.6% | +230.8% | -212.2% | -29.8% |
| 5Y | -62.2% | +106.7% | -168.9% | -75.3% |
| 10Y | +32.2% | +1,125.0% | -1,092.8% | -68.5% |
| All | +32.2% | +1,130.0% | -1,097.8% | -68.5% |
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 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