-75.7%
PATH vs UPRO
+137.3%
-213.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.2% | -15.4% | -15.9% |
| 7D | -16.3% | +0.1% | -16.4% | -16.3% |
| 30D | +9.9% | -0.9% | +10.8% | +10.8% |
| 3M | +30.2% | +1.9% | +28.2% | +27.6% |
| 6M | +37.2% | +33.1% | +4.1% | +11.4% |
| YTD | -7.3% | +31.8% | -39.1% | -24.7% |
| 1Y | +40.0% | +48.3% | -8.3% | +5.5% |
| 3Y | -4.4% | +221.5% | -225.9% | -60.9% |
| All | -75.7% | +137.3% | -213.0% | -88.9% |
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