+707.9%
P vs UPRO
+1,163.1%
-455.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +7.0% | -0.7% | +2.7% |
| 7D | -9.6% | -0.9% | -8.7% | -8.9% |
| 30D | -33.4% | -11.4% | -22.0% | -28.5% |
| 3M | +14.2% | -10.9% | +25.1% | +22.4% |
| 6M | +31.6% | -0.5% | +32.1% | +33.9% |
| YTD | +53.5% | +19.9% | +33.6% | +42.2% |
| 1Y | +14.2% | +24.2% | -10.0% | +4.0% |
| 3Y | +190.5% | +236.9% | -46.4% | +62.6% |
| 5Y | +256.3% | +96.6% | +159.8% | +133.7% |
| 10Y | +707.9% | +1,091.6% | -383.7% | +84.4% |
| All | +707.9% | +1,163.1% | -455.3% | +84.4% |
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 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