+49.6%
PFE vs UPRO
+1,163.1%
-1,113.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.0% | -7.5% | -1.8% |
| 7D | -4.7% | -0.9% | -3.8% | -4.7% |
| 30D | +3.4% | -11.4% | +14.8% | +5.3% |
| 3M | +9.2% | -10.9% | +20.1% | +11.1% |
| 6M | +15.8% | -0.5% | +16.4% | +14.8% |
| YTD | +23.4% | +19.9% | +3.6% | +17.5% |
| 1Y | +25.8% | +24.2% | +1.6% | +18.8% |
| 3Y | +17.8% | +236.9% | -219.1% | -12.3% |
| 5Y | -20.2% | +96.6% | -116.7% | -37.7% |
| 10Y | +49.6% | +1,091.6% | -1,042.0% | -32.6% |
| All | +49.6% | +1,163.1% | -1,113.5% | -32.6% |
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