+713.9%
PH vs UPRO
+1,064.0%
-350.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.4% |
| 7D | +2.1% | -2.9% | +5.0% | +2.8% |
| 30D | +0.3% | -12.4% | +12.7% | +5.4% |
| 3M | -8.8% | -11.9% | +3.0% | -4.5% |
| 6M | +10.0% | -1.7% | +11.7% | +8.8% |
| YTD | +10.5% | +18.5% | -8.1% | -0.4% |
| 1Y | +15.5% | +17.5% | -2.0% | +4.3% |
| 3Y | +136.4% | +218.4% | -82.0% | +30.8% |
| 5Y | +213.6% | +99.1% | +114.5% | +93.2% |
| 10Y | +713.9% | +1,071.1% | -357.2% | +83.5% |
| All | +713.9% | +1,064.0% | -350.1% | +83.5% |
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