-81.2%
PATH vs UPRO
+166.1%
-247.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | -5.3% | -8.7% | +3.4% | -0.6% |
| 30D | -0.5% | -16.9% | +16.4% | +10.3% |
| 3M | -7.1% | -15.3% | +8.1% | +1.9% |
| 6M | +23.8% | -5.7% | +29.5% | +25.5% |
| YTD | -20.7% | +12.1% | -32.8% | -29.3% |
| 1Y | -8.1% | +16.4% | -24.5% | -20.3% |
| 3Y | -21.8% | +210.5% | -232.4% | -67.0% |
| 5Y | -76.8% | +82.4% | -159.2% | -87.8% |
| All | -81.2% | +166.1% | -247.3% | -90.7% |
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