+92.1%
ROIV vs UPRO
+20.9%
+71.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.0% | -2.4% | +1.9% |
| 7D | +13.3% | -0.9% | +14.2% | +13.4% |
| 30D | +14.8% | -11.4% | +26.2% | +19.5% |
| 3M | +11.9% | -10.9% | +22.8% | +16.0% |
| 6M | +42.4% | -0.5% | +42.9% | +39.5% |
| YTD | +87.4% | +19.9% | +67.5% | +66.7% |
| All | +92.1% | +20.9% | +71.2% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling