-24.6%
KVUE vs UPRO
+307.1%
-331.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -3.3% |
| 7D | -7.2% | -1.3% | -5.9% | -7.1% |
| 30D | -5.7% | -5.0% | -0.7% | -5.2% |
| 3M | +0.2% | +7.5% | -7.3% | -0.7% |
| 6M | 0.0% | +33.2% | -33.2% | -3.3% |
| YTD | +6.5% | +27.7% | -21.2% | +3.2% |
| 1Y | -1.4% | +43.0% | -44.4% | -5.8% |
| 3Y | -5.6% | +224.4% | -230.0% | -26.7% |
| All | -24.6% | +307.1% | -331.7% | -42.8% |
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