+13.6%
PSA vs UPRO
+136.1%
-122.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | -0.4% | +1.5% | -1.9% | -0.7% |
| 30D | -8.2% | -3.7% | -4.4% | -7.5% |
| 3M | -2.1% | +8.0% | -10.1% | -4.1% |
| 6M | -0.2% | +38.7% | -38.9% | -7.4% |
| YTD | +18.5% | +29.5% | -11.1% | +11.2% |
| 1Y | +6.6% | +46.1% | -39.5% | -2.8% |
| 3Y | +24.5% | +229.1% | -204.6% | -9.7% |
| 5Y | +13.6% | +136.0% | -122.4% | -18.0% |
| All | +13.6% | +136.1% | -122.6% | -18.0% |
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