+104.8%
PBR vs UPRO
+14,289.1%
-14,184.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.4% |
| 7D | +8.6% | +0.1% | +8.5% | +8.4% |
| 30D | +12.8% | -0.9% | +13.7% | +13.0% |
| 3M | +14.7% | +1.9% | +12.7% | +12.0% |
| 6M | +25.2% | +33.1% | -7.9% | +7.0% |
| YTD | +77.1% | +31.8% | +45.4% | +51.4% |
| 1Y | +69.6% | +48.3% | +21.3% | +36.2% |
| 3Y | +95.6% | +221.5% | -125.9% | -0.3% |
| 5Y | +501.8% | +136.7% | +365.0% | +197.9% |
| 10Y | +640.6% | +1,179.2% | -538.6% | +23.7% |
| All | +104.8% | +14,289.1% | -14,184.3% | -90.5% |
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