-21.8%
PATH vs UPRO
+208.2%
-230.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.2% | +9.5% | +2.9% |
| 7D | -5.6% | -14.4% | +8.8% | +1.5% |
| 30D | -0.7% | -18.2% | +17.6% | +9.3% |
| 3M | -5.9% | -16.4% | +10.5% | +2.5% |
| 6M | +21.6% | -2.6% | +24.2% | +21.2% |
| YTD | -20.6% | +11.1% | -31.8% | -27.3% |
| 1Y | -10.6% | +11.8% | -22.3% | -18.6% |
| All | -21.8% | +208.2% | -230.0% | -71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling