-6.1%
RDW vs UPRO
+137.8%
-143.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -4.1% |
| 7D | +0.9% | -2.5% | +3.4% | +2.6% |
| 30D | -21.3% | -4.2% | -17.0% | -18.9% |
| 3M | -37.9% | +8.1% | -45.9% | -41.1% |
| 6M | +12.3% | +35.2% | -23.0% | -6.7% |
| YTD | +39.7% | +28.4% | +11.3% | +21.9% |
| 1Y | +25.7% | +39.3% | -13.6% | +4.7% |
| 3Y | +230.8% | +219.9% | +11.0% | +70.9% |
| All | -6.1% | +137.8% | -143.9% | -44.4% |
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