+36.7%
PNC vs UPRO
+102.9%
-66.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | +1.9% | +9.7% | -7.8% | -1.1% |
| 30D | +6.2% | -9.8% | +16.0% | +9.2% |
| 3M | -8.7% | -9.1% | +0.4% | -6.6% |
| 6M | +9.2% | +0.9% | +8.3% | +7.2% |
| YTD | +14.3% | +21.9% | -7.6% | +4.6% |
| 1Y | +27.7% | +19.8% | +7.9% | +17.3% |
| 3Y | +113.5% | +227.4% | -113.9% | +33.0% |
| 5Y | +36.7% | +100.1% | -63.4% | -8.2% |
| All | +36.7% | +102.9% | -66.1% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling