-76.8%
PATH vs UPRO
+80.0%
-156.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.2% | +9.5% | +4.4% |
| 7D | -5.6% | -14.4% | +8.8% | +3.1% |
| 30D | -0.7% | -18.2% | +17.6% | +11.6% |
| 3M | -5.9% | -16.4% | +10.5% | +4.4% |
| 6M | +21.6% | -2.6% | +24.2% | +20.6% |
| YTD | -20.6% | +11.1% | -31.8% | -29.1% |
| 1Y | -10.6% | +11.8% | -22.3% | -20.8% |
| 3Y | -24.9% | +209.9% | -234.8% | -69.5% |
| 5Y | -76.8% | +80.9% | -157.7% | -87.8% |
| All | -76.8% | +80.0% | -156.8% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling