-81.1%
PATH vs UPRO
+163.9%
-245.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.2% | +9.5% | +4.2% |
| 7D | -5.6% | -14.4% | +8.8% | +2.9% |
| 30D | -0.7% | -18.2% | +17.6% | +11.3% |
| 3M | -5.9% | -16.4% | +10.5% | +4.1% |
| 6M | +21.6% | -2.6% | +24.2% | +20.7% |
| YTD | -20.6% | +11.1% | -31.8% | -28.9% |
| 1Y | -10.6% | +11.8% | -22.3% | -20.4% |
| 3Y | -24.9% | +209.9% | -234.8% | -68.3% |
| 5Y | -76.8% | +80.9% | -157.7% | -87.7% |
| All | -81.1% | +163.9% | -245.1% | -90.6% |
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