+739.0%
JNJ vs UPRO
+13,044.5%
-12,305.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | +3.5% | +7.4% | -4.0% | +2.2% |
| 30D | +12.5% | -7.9% | +20.4% | +13.8% |
| 3M | +9.6% | -12.0% | +21.6% | +11.5% |
| 6M | +25.3% | -2.0% | +27.3% | +24.5% |
| YTD | +40.3% | +20.4% | +19.9% | +33.8% |
| 1Y | +49.6% | +24.5% | +25.1% | +41.7% |
| 3Y | +110.8% | +224.4% | -113.6% | +59.6% |
| 5Y | +99.1% | +97.6% | +1.5% | +56.1% |
| 10Y | +216.6% | +1,097.3% | -880.8% | +47.1% |
| All | +739.0% | +13,044.5% | -12,305.5% | +132.1% |
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