-57.1%
JD vs UPRO
+81.0%
-138.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +13.4% | -8.7% | +22.0% | +16.2% |
| 30D | +7.7% | -16.9% | +24.6% | +13.8% |
| 3M | -11.3% | -15.3% | +4.0% | -7.1% |
| 6M | -5.1% | -5.7% | +0.6% | -5.3% |
| YTD | +5.0% | +12.1% | -7.0% | -2.1% |
| 1Y | -5.6% | +16.4% | -22.1% | -13.6% |
| 3Y | +17.8% | +210.5% | -192.8% | -30.8% |
| All | -57.1% | +81.0% | -138.1% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling