+835.2%
PM vs UPRO
+14,289.1%
-13,453.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.7% |
| 7D | -4.9% | +0.1% | -4.9% | -4.9% |
| 30D | -3.4% | -0.9% | -2.5% | -3.3% |
| 3M | +5.2% | +1.9% | +3.2% | +4.1% |
| 6M | +3.7% | +33.1% | -29.4% | -3.3% |
| YTD | +15.8% | +31.8% | -16.0% | +7.9% |
| 1Y | +17.4% | +48.3% | -30.9% | +6.1% |
| 3Y | +116.9% | +221.5% | -104.5% | +56.9% |
| 5Y | +117.3% | +136.7% | -19.4% | +57.0% |
| 10Y | +193.8% | +1,179.2% | -985.4% | +22.1% |
| All | +835.2% | +14,289.1% | -13,453.9% | +95.1% |
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