+192.5%
JNJ vs UPRO
+1,258.3%
-1,065.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.6% |
| 7D | -3.5% | -2.5% | -1.0% | -3.1% |
| 30D | +2.3% | -4.2% | +6.5% | +2.9% |
| 3M | +12.0% | +8.1% | +3.9% | +10.3% |
| 6M | +10.5% | +35.2% | -24.8% | +4.6% |
| YTD | +30.4% | +28.4% | +2.0% | +24.2% |
| 1Y | +52.1% | +39.3% | +12.9% | +42.6% |
| 3Y | +77.8% | +219.9% | -142.1% | +38.3% |
| 5Y | +82.9% | +142.8% | -59.9% | +41.2% |
| All | +192.5% | +1,258.3% | -1,065.8% | +34.2% |
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 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