+558.6%
QQQ vs UPRO
+1,258.3%
-699.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.6% | -0.1% |
| 7D | -0.6% | -2.5% | +2.0% | +0.4% |
| 30D | -1.2% | -4.2% | +3.0% | +0.4% |
| 3M | -0.2% | +8.1% | -8.3% | -3.3% |
| 6M | +17.9% | +35.2% | -17.3% | +4.2% |
| YTD | +16.6% | +28.4% | -11.8% | +4.9% |
| 1Y | +23.0% | +39.3% | -16.3% | +6.8% |
| 3Y | +92.9% | +219.9% | -126.9% | +16.5% |
| 5Y | +95.6% | +142.8% | -47.2% | +22.0% |
| All | +558.6% | +1,258.3% | -699.8% | +85.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling