+25.9%
ROK vs UPRO
+43.9%
-18.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.1% |
| 7D | +0.2% | -1.3% | +1.5% | +0.7% |
| 30D | -1.8% | -5.0% | +3.2% | +0.5% |
| 3M | -7.2% | +7.5% | -14.7% | -11.2% |
| 6M | +14.2% | +33.2% | -19.1% | -1.7% |
| YTD | +10.6% | +27.7% | -17.1% | -2.7% |
| 1Y | +25.9% | +43.0% | -17.1% | +3.3% |
| All | +25.9% | +43.9% | -18.0% | +3.3% |
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 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