-30.1%
OVV vs UPRO
+12,035.6%
-12,065.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -13.2% | +10.3% | +3.3% |
| 7D | -14.9% | -14.4% | -0.5% | -9.2% |
| 30D | -0.9% | -18.2% | +17.3% | +7.7% |
| 3M | +5.6% | -16.4% | +22.0% | +12.9% |
| 6M | -2.5% | -2.6% | +0.1% | -5.0% |
| YTD | +57.8% | +11.1% | +46.7% | +40.6% |
| 1Y | +70.1% | +11.8% | +58.3% | +50.0% |
| 3Y | +35.1% | +209.9% | -174.8% | -33.0% |
| 5Y | +86.1% | +80.9% | +5.2% | +7.9% |
| 10Y | +55.5% | +1,134.2% | -1,078.7% | -62.5% |
| All | -30.1% | +12,035.6% | -12,065.8% | -94.4% |
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