+792.3%
PH vs UPRO
+1,152.9%
-360.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | 0.0% |
| 7D | +0.4% | +1.5% | -1.1% | -0.3% |
| 30D | -10.8% | -3.7% | -7.1% | -9.4% |
| 3M | +8.5% | +8.0% | +0.5% | +4.2% |
| 6M | +3.9% | +38.7% | -34.7% | -11.4% |
| YTD | +9.4% | +29.5% | -20.1% | -4.3% |
| 1Y | +26.8% | +46.1% | -19.3% | +4.4% |
| 3Y | +140.8% | +229.1% | -88.3% | +31.9% |
| 5Y | +253.8% | +136.0% | +117.8% | +102.9% |
| 10Y | +792.3% | +1,155.3% | -362.9% | +86.5% |
| All | +792.3% | +1,152.9% | -360.6% | +86.5% |
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 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