+593.6%
LITE vs UPRO
+98.3%
+495.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.0% |
| 7D | +22.6% | +9.7% | +12.9% | +16.1% |
| 30D | -36.8% | -9.8% | -27.0% | -31.5% |
| 3M | -33.0% | -9.1% | -23.9% | -28.0% |
| 6M | -37.1% | +0.9% | -38.0% | -36.0% |
| YTD | +69.5% | +21.9% | +47.6% | +53.7% |
| 1Y | +146.1% | +19.8% | +126.3% | +127.8% |
| 3Y | +1,440.8% | +227.4% | +1,213.5% | +801.6% |
| All | +593.6% | +98.3% | +495.2% | +364.1% |
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 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