+302.7%
PFE vs UPRO
+14,289.1%
-13,986.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +10.2% | -0.9% | +11.1% | +10.4% |
| 3M | +12.7% | +1.9% | +10.7% | +11.6% |
| 6M | +10.5% | +33.1% | -22.6% | +2.8% |
| YTD | +20.2% | +31.8% | -11.6% | +11.7% |
| 1Y | +24.1% | +48.3% | -24.2% | +12.1% |
| 3Y | -3.6% | +221.5% | -225.0% | -30.3% |
| 5Y | -20.9% | +136.7% | -157.6% | -43.0% |
| 10Y | +35.8% | +1,179.2% | -1,143.3% | -46.6% |
| All | +302.7% | +14,289.1% | -13,986.4% | -27.8% |
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