+54.3%
JD vs UPRO
+1,786.6%
-1,732.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.3% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -13.2% | -0.9% | -12.3% | -13.0% |
| 3M | -3.2% | +1.9% | -5.1% | -4.8% |
| 6M | +15.2% | +33.1% | -17.9% | +2.2% |
| YTD | +2.0% | +31.8% | -29.8% | -9.4% |
| 1Y | -5.4% | +48.3% | -53.7% | -19.7% |
| 3Y | -9.1% | +221.5% | -230.6% | -45.8% |
| 5Y | -59.6% | +136.7% | -196.4% | -74.9% |
| 10Y | +26.2% | +1,179.2% | -1,152.9% | -66.9% |
| All | +54.3% | +1,786.6% | -1,732.2% | -71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling