+7.8%
LOW vs UPRO
+133.2%
-125.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | -0.6% | -1.3% | +0.7% | -0.3% |
| 30D | -9.3% | -5.0% | -4.2% | -8.0% |
| 3M | -8.1% | +7.5% | -15.6% | -10.4% |
| 6M | -19.8% | +33.2% | -53.0% | -26.9% |
| YTD | -16.4% | +27.7% | -44.1% | -23.1% |
| 1Y | -24.7% | +43.0% | -67.7% | -33.5% |
| 3Y | -8.8% | +224.4% | -233.3% | -41.1% |
| 5Y | +7.8% | +135.9% | -128.1% | -28.2% |
| All | +7.8% | +133.2% | -125.4% | -28.2% |
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