-86.9%
OPEN vs UPRO
+543.0%
-630.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.0% | -6.2% | -5.2% |
| 7D | -21.7% | -0.9% | -20.8% | -21.5% |
| 30D | -36.5% | -11.4% | -25.0% | -30.0% |
| 3M | -59.5% | -10.9% | -48.6% | -55.6% |
| 6M | -71.9% | -0.5% | -71.3% | -71.9% |
| YTD | -75.8% | +19.9% | -95.7% | -79.6% |
| 1Y | -78.5% | +24.2% | -102.7% | -82.1% |
| 3Y | -30.2% | +236.9% | -267.1% | -77.3% |
| 5Y | -93.3% | +96.6% | -189.8% | -96.8% |
| All | -86.9% | +543.0% | -630.0% | -96.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling