-87.0%
OPEN vs UPRO
+501.2%
-588.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.8% | -22.6% | -22.5% |
| 7D | -22.2% | -8.7% | -13.5% | -16.2% |
| 30D | -38.3% | -16.9% | -21.4% | -28.1% |
| 3M | -59.4% | -15.3% | -44.1% | -53.4% |
| 6M | -74.4% | -5.7% | -68.6% | -73.1% |
| YTD | -76.0% | +12.1% | -88.1% | -78.4% |
| 1Y | -78.7% | +16.4% | -95.1% | -81.2% |
| 3Y | -30.0% | +210.5% | -240.5% | -75.5% |
| 5Y | -93.7% | +82.4% | -176.1% | -96.8% |
| All | -87.0% | +501.2% | -588.2% | -95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling