+575.8%
PBR vs UPRO
+1,087.5%
-511.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.6% | +1.8% |
| 7D | -1.0% | +7.4% | -8.4% | -3.8% |
| 30D | -29.3% | -7.9% | -21.4% | -27.9% |
| 3M | +5.5% | -12.0% | +17.5% | +8.9% |
| 6M | -2.9% | -2.0% | -0.9% | -4.9% |
| YTD | +61.5% | +20.4% | +41.1% | +43.9% |
| 1Y | +46.9% | +24.5% | +22.3% | +28.8% |
| 3Y | +66.4% | +224.4% | -157.9% | -9.2% |
| 5Y | +460.3% | +97.6% | +362.7% | +230.5% |
| All | +575.8% | +1,087.5% | -511.7% | +36.2% |
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