-81.0%
PATH vs UPRO
+189.4%
-270.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.3% |
| 7D | +0.7% | +9.7% | -9.0% | -5.0% |
| 30D | -1.1% | -9.8% | +8.6% | +4.1% |
| 3M | -14.2% | -9.1% | -5.0% | -10.0% |
| 6M | +30.9% | +0.9% | +30.0% | +27.2% |
| YTD | -20.1% | +21.9% | -42.0% | -32.4% |
| 1Y | -8.1% | +19.8% | -27.9% | -21.6% |
| 3Y | -24.3% | +227.4% | -251.7% | -69.1% |
| 5Y | -75.6% | +100.1% | -175.7% | -87.8% |
| All | -81.0% | +189.4% | -270.4% | -91.1% |
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