+1,112.1%
PSX vs UPRO
+4,842.2%
-3,730.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | +4.5% | +0.1% | +4.5% | +4.5% |
| 30D | +26.6% | -0.9% | +27.5% | +26.8% |
| 3M | +39.3% | +1.9% | +37.3% | +36.7% |
| 6M | +56.8% | +33.1% | +23.7% | +38.0% |
| YTD | +101.8% | +31.8% | +70.0% | +77.5% |
| 1Y | +99.6% | +48.3% | +51.3% | +66.9% |
| 3Y | +140.3% | +221.5% | -81.1% | +42.8% |
| 5Y | +339.3% | +136.7% | +202.6% | +161.1% |
| 10Y | +369.9% | +1,179.2% | -809.3% | +13.8% |
| All | +1,112.1% | +4,842.2% | -3,730.1% | +44.2% |
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 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