+1,533.3%
LITE vs UPRO
+1,163.1%
+370.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +7.0% | +3.7% | +7.0% |
| 7D | -12.9% | -0.9% | -12.0% | -11.9% |
| 30D | -46.0% | -11.4% | -34.5% | -41.7% |
| 3M | -33.0% | -10.9% | -22.1% | -28.1% |
| 6M | -34.0% | -0.5% | -33.5% | -32.5% |
| YTD | +61.7% | +19.9% | +41.9% | +50.3% |
| 1Y | +148.3% | +24.2% | +124.1% | +129.2% |
| 3Y | +1,408.5% | +236.9% | +1,171.6% | +801.6% |
| 5Y | +546.2% | +96.6% | +449.6% | +346.1% |
| 10Y | +1,533.3% | +1,091.6% | +441.7% | +225.1% |
| All | +1,533.3% | +1,163.1% | +370.2% | +225.1% |
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