+662.0%
PBR vs UPRO
+1,258.3%
-596.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.3% | -1.7% |
| 7D | +5.4% | -2.5% | +7.9% | +6.3% |
| 30D | +22.9% | -4.2% | +27.1% | +24.5% |
| 3M | +19.6% | +8.1% | +11.6% | +14.9% |
| 6M | +16.5% | +35.2% | -18.8% | +1.0% |
| YTD | +86.7% | +28.4% | +58.2% | +64.3% |
| 1Y | +74.7% | +39.3% | +35.5% | +47.8% |
| 3Y | +102.6% | +219.9% | -117.3% | +11.5% |
| 5Y | +566.6% | +142.8% | +423.8% | +255.9% |
| All | +662.0% | +1,258.3% | -596.3% | +16.9% |
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 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