+10.1%
LOW vs UPRO
+96.6%
-86.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.2% |
| 7D | +8.7% | -2.9% | +11.5% | +9.2% |
| 30D | +25.5% | -12.4% | +37.9% | +29.6% |
| 3M | +6.6% | -11.9% | +18.5% | +9.7% |
| 6M | +2.4% | -1.7% | +4.1% | +1.5% |
| YTD | -1.7% | +18.5% | -20.3% | -8.4% |
| 1Y | +1.7% | +17.5% | -15.8% | -5.2% |
| 3Y | +26.6% | +218.4% | -191.8% | -18.5% |
| 5Y | +10.1% | +99.1% | -89.0% | -23.4% |
| All | +10.1% | +96.6% | -86.5% | -23.4% |
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