+2,898.2%
LITE vs UPRO
+1,033.4%
+1,864.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -13.2% | -5.5% | -12.2% |
| 7D | -44.6% | -14.4% | -30.2% | -39.8% |
| 30D | -55.0% | -18.2% | -36.8% | -49.8% |
| 3M | -38.3% | -16.4% | -21.9% | -32.0% |
| 6M | -48.8% | -2.6% | -46.1% | -47.2% |
| YTD | +38.3% | +11.1% | +27.1% | +33.9% |
| 1Y | +119.0% | +11.8% | +107.2% | +113.5% |
| 3Y | +1,092.0% | +209.9% | +882.1% | +669.6% |
| 5Y | +446.1% | +80.9% | +365.2% | +302.8% |
| 10Y | +1,381.7% | +1,134.2% | +247.5% | +403.6% |
| All | +2,898.2% | +1,033.4% | +1,864.8% | +896.9% |
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