-88.6%
OPEN vs UPRO
+553.8%
-642.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.0% | -8.5% | -8.6% |
| 7D | -31.0% | +9.7% | -40.7% | -36.4% |
| 30D | -41.5% | -9.8% | -31.7% | -36.4% |
| 3M | -64.6% | -9.1% | -55.5% | -61.8% |
| 6M | -73.8% | +0.9% | -74.7% | -74.1% |
| YTD | -78.8% | +21.9% | -100.7% | -82.3% |
| 1Y | -86.8% | +19.8% | -106.6% | -88.8% |
| 3Y | -40.6% | +227.4% | -268.0% | -80.1% |
| 5Y | -94.7% | +100.1% | -194.7% | -97.5% |
| All | -88.6% | +553.8% | -642.4% | -96.6% |
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