+1,505.1%
JPM vs UPRO
+14,289.1%
-12,783.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -0.2% | -0.9% | +0.7% | +0.1% |
| 3M | +15.9% | +1.9% | +13.9% | +13.9% |
| 6M | +20.9% | +33.1% | -12.2% | +6.1% |
| YTD | +12.9% | +31.8% | -18.9% | -0.8% |
| 1Y | +20.3% | +48.3% | -28.0% | +0.3% |
| 3Y | +160.9% | +221.5% | -60.5% | +48.5% |
| 5Y | +154.8% | +136.7% | +18.1% | +47.1% |
| 10Y | +591.1% | +1,179.2% | -588.1% | +46.8% |
| All | +1,505.1% | +14,289.1% | -12,783.9% | -13.7% |
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 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