+147.8%
PR vs UPRO
+1,139.9%
-992.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -13.2% | +8.3% | -0.4% |
| 7D | -16.5% | -14.4% | -2.2% | -12.4% |
| 30D | -4.5% | -18.2% | +13.7% | +1.6% |
| 3M | +8.5% | -16.4% | +25.0% | +14.2% |
| 6M | -3.3% | -2.6% | -0.7% | -5.0% |
| YTD | +55.7% | +11.1% | +44.6% | +43.6% |
| 1Y | +82.0% | +11.8% | +70.3% | +66.7% |
| 3Y | +62.5% | +209.9% | -147.5% | -1.6% |
| 5Y | +223.9% | +80.9% | +143.0% | +121.3% |
| 10Y | +64.2% | +1,134.2% | -1,070.0% | -6.4% |
| All | +147.8% | +1,139.9% | -992.1% | +40.4% |
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