+11.8%
KRE vs UPRO
+104.9%
-93.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.9% | -4.1% | -1.5% |
| 7D | -1.6% | -3.8% | +2.2% | -0.7% |
| 30D | +4.9% | -8.9% | +13.7% | +7.6% |
| 3M | -4.5% | -7.4% | +3.0% | -2.7% |
| 6M | +7.7% | +1.6% | +6.1% | +5.1% |
| YTD | +14.5% | +23.2% | -8.6% | +3.4% |
| 1Y | +21.5% | +21.2% | +0.3% | +10.1% |
| 3Y | +91.2% | +230.8% | -139.6% | +15.1% |
| 5Y | +11.8% | +106.7% | -94.9% | -27.2% |
| All | +11.8% | +104.9% | -93.2% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling