-80.4%
PATH vs UPRO
+203.9%
-284.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | -0.1% |
| 7D | -4.8% | -2.6% | -2.2% | -3.4% |
| 30D | +2.7% | -4.3% | +7.0% | +5.2% |
| 3M | -4.2% | -4.3% | +0.1% | -1.8% |
| 6M | +24.7% | +14.7% | +10.0% | +12.7% |
| YTD | -17.6% | +28.0% | -45.6% | -31.8% |
| 1Y | -5.3% | +29.8% | -35.2% | -22.6% |
| 3Y | -22.0% | +256.9% | -278.9% | -69.6% |
| 5Y | -76.5% | +110.6% | -187.1% | -88.5% |
| All | -80.4% | +203.9% | -284.4% | -91.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling