+11.2%
P vs UPRO
+20.9%
-9.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +7.0% | -0.7% | -0.1% |
| 7D | -9.6% | -0.9% | -8.7% | -8.6% |
| 30D | -33.4% | -11.4% | -22.0% | -25.1% |
| 3M | +14.2% | -10.9% | +25.1% | +27.7% |
| 6M | +31.6% | -0.5% | +32.1% | +34.3% |
| YTD | +53.5% | +19.9% | +33.6% | +39.2% |
| All | +11.2% | +20.9% | -9.7% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling