+2,798.8%
PH vs UPRO
+12,137.2%
-9,338.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +2.5% |
| 7D | +2.0% | -8.7% | +10.7% | +5.5% |
| 30D | -3.7% | -16.9% | +13.2% | +3.8% |
| 3M | -14.0% | -15.3% | +1.2% | -8.3% |
| 6M | +2.1% | -5.7% | +7.8% | +2.8% |
| YTD | +5.1% | +12.1% | -7.0% | -3.1% |
| 1Y | +10.9% | +16.4% | -5.5% | +0.3% |
| 3Y | +132.9% | +210.5% | -77.6% | +28.9% |
| 5Y | +200.1% | +82.4% | +117.7% | +89.8% |
| 10Y | +783.8% | +1,144.5% | -360.7% | +87.4% |
| All | +2,798.8% | +12,137.2% | -9,338.4% | +79.5% |
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 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