+1,067.6%
PSX vs UPRO
+4,103.1%
-3,035.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.8% |
| 7D | -13.1% | -8.7% | -4.4% | -10.7% |
| 30D | -9.5% | -16.9% | +7.4% | -4.2% |
| 3M | +20.2% | -15.3% | +35.5% | +25.9% |
| 6M | +44.9% | -5.7% | +50.6% | +44.4% |
| YTD | +94.4% | +12.1% | +82.3% | +79.2% |
| 1Y | +83.1% | +16.4% | +66.6% | +65.8% |
| 3Y | +132.2% | +210.5% | -78.4% | +38.6% |
| 5Y | +278.8% | +82.4% | +196.5% | +146.9% |
| 10Y | +354.2% | +1,144.5% | -790.4% | +9.2% |
| All | +1,067.6% | +4,103.1% | -3,035.5% | +45.6% |
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