+56.0%
OVV vs UPRO
+1,087.5%
-1,031.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.4% |
| 7D | +8.0% | +7.4% | +0.6% | +4.1% |
| 30D | -2.0% | -7.9% | +5.9% | +0.6% |
| 3M | +5.4% | -12.0% | +17.4% | +10.1% |
| 6M | +14.3% | -2.0% | +16.2% | +10.8% |
| YTD | +69.4% | +20.4% | +49.0% | +43.8% |
| 1Y | +72.4% | +24.5% | +47.9% | +43.1% |
| 3Y | +58.4% | +224.4% | -166.0% | -27.5% |
| 5Y | +106.1% | +97.6% | +8.5% | +9.2% |
| All | +56.0% | +1,087.5% | -1,031.5% | -66.6% |
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