-24.5%
KVUE vs UPRO
+309.4%
-333.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.3% |
| 7D | -5.1% | -2.5% | -2.6% | -4.9% |
| 30D | -6.3% | -4.2% | -2.1% | -6.0% |
| 3M | -0.5% | +8.1% | -8.6% | -1.3% |
| 6M | +3.1% | +35.2% | -32.2% | -0.5% |
| YTD | +6.7% | +28.4% | -21.8% | +3.3% |
| 1Y | -1.1% | +39.3% | -40.4% | -5.3% |
| 3Y | -8.7% | +219.9% | -228.6% | -29.0% |
| All | -24.5% | +309.4% | -333.9% | -42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling