-41.4%
OPEN vs UPRO
+226.4%
-267.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -2.7% |
| 7D | -15.0% | +7.4% | -22.4% | -19.8% |
| 30D | -40.2% | -7.9% | -32.3% | -36.4% |
| 3M | -67.4% | -12.0% | -55.4% | -64.0% |
| 6M | -74.0% | -2.0% | -72.1% | -73.6% |
| YTD | -79.6% | +20.4% | -100.0% | -82.4% |
| 1Y | -86.1% | +24.5% | -110.6% | -88.3% |
| 3Y | -41.4% | +224.4% | -265.7% | -85.9% |
| All | -41.4% | +226.4% | -267.8% | -85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling