-71.6%
OPEN vs UPRO
+594.9%
-666.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.1% |
| 7D | +1.0% | +1.5% | -0.5% | -0.3% |
| 30D | -11.9% | -3.7% | -8.2% | -8.9% |
| 3M | -28.8% | +8.0% | -36.8% | -33.2% |
| 6M | -38.6% | +38.7% | -77.3% | -53.8% |
| YTD | -47.3% | +29.5% | -76.9% | -58.0% |
| 1Y | -49.2% | +46.1% | -95.3% | -62.6% |
| 3Y | -18.8% | +229.1% | -247.9% | -72.6% |
| 5Y | -83.6% | +136.0% | -219.6% | -92.9% |
| All | -71.6% | +594.9% | -666.5% | -92.0% |
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