+50.7%
PFE vs UPRO
+1,130.0%
-1,079.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.6% | -0.4% |
| 7D | -3.0% | -3.8% | +0.8% | -2.5% |
| 30D | +5.2% | -8.9% | +14.1% | +6.6% |
| 3M | +12.2% | -7.4% | +19.7% | +13.3% |
| 6M | +17.8% | +1.6% | +16.2% | +16.3% |
| YTD | +26.2% | +23.2% | +3.0% | +19.5% |
| 1Y | +23.2% | +21.2% | +1.9% | +16.9% |
| 3Y | +21.3% | +230.8% | -209.5% | -9.3% |
| 5Y | -23.1% | +106.7% | -129.8% | -40.5% |
| 10Y | +50.7% | +1,125.0% | -1,074.3% | -30.9% |
| All | +50.7% | +1,130.0% | -1,079.3% | -30.9% |
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