+21.7%
P vs UPRO
+22.8%
-1.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.9% | +0.5% | +0.8% |
| 7D | -4.7% | -3.8% | -0.9% | -0.7% |
| 30D | -31.4% | -8.9% | -22.6% | -24.8% |
| 3M | -2.6% | -7.4% | +4.8% | +5.4% |
| 6M | +21.9% | +1.6% | +20.4% | +21.9% |
| YTD | +58.9% | +23.2% | +35.8% | +40.7% |
| 1Y | +21.7% | +21.2% | +0.5% | +9.0% |
| All | +21.7% | +22.8% | -1.1% | +9.0% |
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