+119.7%
OKTA vs UPRO
+29.4%
+90.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | -1.6% |
| 7D | -14.2% | -2.6% | -11.6% | -13.1% |
| 30D | -12.5% | -4.3% | -8.2% | -10.5% |
| 3M | +29.2% | -4.3% | +33.5% | +32.1% |
| 6M | +147.3% | +14.7% | +132.6% | +137.8% |
| YTD | +120.9% | +28.0% | +92.9% | +105.3% |
| 1Y | +119.7% | +29.8% | +89.8% | +102.4% |
| All | +119.7% | +29.4% | +90.3% | +102.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling