+53.8%
LNT vs UPRO
+96.6%
-42.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +1.6% | -2.9% | +4.4% | +1.7% |
| 30D | +12.1% | -12.4% | +24.5% | +13.5% |
| 3M | +8.2% | -11.9% | +20.0% | +9.4% |
| 6M | +3.6% | -1.7% | +5.3% | +3.1% |
| YTD | +16.2% | +18.5% | -2.4% | +12.5% |
| 1Y | +12.8% | +17.5% | -4.7% | +9.3% |
| 3Y | +66.5% | +218.4% | -151.9% | +33.9% |
| 5Y | +53.8% | +99.1% | -45.3% | +22.1% |
| All | +53.8% | +96.6% | -42.8% | +22.1% |
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