+3.7%
PEP vs UPRO
+29.4%
-25.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.1% | +4.1% |
| 7D | +7.4% | -2.6% | +9.9% | +7.1% |
| 30D | +13.3% | -4.3% | +17.7% | +13.0% |
| 3M | +3.5% | -4.3% | +7.8% | +3.2% |
| 6M | -5.9% | +14.7% | -20.7% | -5.3% |
| YTD | +2.3% | +28.0% | -25.7% | +2.7% |
| 1Y | +3.7% | +29.8% | -26.1% | +4.2% |
| All | +3.7% | +29.4% | -25.7% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling