+693.5%
P vs UPRO
+1,170.7%
-477.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +2.0% |
| 7D | +6.5% | +0.1% | +6.5% | +6.5% |
| 30D | +18.8% | -0.9% | +19.7% | +19.2% |
| 3M | +26.7% | +1.9% | +24.8% | +25.9% |
| 6M | +62.2% | +33.1% | +29.1% | +40.0% |
| YTD | +48.5% | +31.8% | +16.7% | +29.7% |
| 1Y | +26.4% | +48.3% | -21.9% | +4.1% |
| 3Y | +159.4% | +221.5% | -62.1% | +45.5% |
| 5Y | +275.8% | +136.7% | +139.0% | +121.7% |
| All | +693.5% | +1,170.7% | -477.2% | +74.9% |
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 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