+54.9%
JNJ vs UPRO
+38.4%
+16.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.4% |
| 7D | -4.3% | -6.0% | +1.7% | -4.7% |
| 30D | +3.0% | -5.8% | +8.8% | +2.7% |
| 3M | +12.2% | +10.8% | +1.4% | +12.8% |
| 6M | +10.5% | +31.6% | -21.1% | +10.4% |
| YTD | +30.8% | +25.4% | +5.4% | +30.4% |
| 1Y | +54.9% | +39.2% | +15.7% | +54.7% |
| All | +54.9% | +38.4% | +16.6% | +54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling