+86.4%
KRE vs UPRO
+230.2%
-143.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.7% |
| 7D | +2.3% | +1.5% | +0.9% | +1.8% |
| 30D | -2.5% | -3.7% | +1.2% | -1.3% |
| 3M | +6.2% | +8.0% | -1.8% | +2.6% |
| 6M | +15.8% | +38.7% | -22.8% | +1.1% |
| YTD | +16.0% | +29.5% | -13.6% | +3.6% |
| 1Y | +16.2% | +46.1% | -29.9% | -1.4% |
| 3Y | +86.4% | +229.1% | -142.7% | +5.5% |
| All | +86.4% | +230.2% | -143.7% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling