+94.6%
QQQM vs UPRO
+128.3%
-33.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.8% | -0.3% |
| 7D | -1.3% | -6.0% | +4.7% | +1.4% |
| 30D | -1.4% | -5.8% | +4.4% | +1.1% |
| 3M | +2.2% | +10.8% | -8.6% | -2.4% |
| 6M | +16.9% | +31.6% | -14.7% | +3.2% |
| YTD | +15.7% | +25.4% | -9.7% | +4.0% |
| 1Y | +22.7% | +39.2% | -16.6% | +5.1% |
| 3Y | +93.9% | +218.5% | -124.6% | +10.7% |
| 5Y | +94.6% | +137.1% | -42.5% | +17.4% |
| All | +94.6% | +128.3% | -33.8% | +17.4% |
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 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