+207.1%
RSP vs UPRO
+1,170.7%
-963.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -0.8% | +0.1% | -0.8% | -0.8% |
| 30D | -0.3% | -0.9% | +0.6% | -0.1% |
| 3M | +4.3% | +1.9% | +2.3% | +3.0% |
| 6M | +8.8% | +33.1% | -24.3% | -1.9% |
| YTD | +15.3% | +31.8% | -16.5% | +4.0% |
| 1Y | +18.3% | +48.3% | -30.0% | +2.2% |
| 3Y | +52.8% | +221.5% | -168.7% | -3.1% |
| 5Y | +51.7% | +136.7% | -85.0% | -1.7% |
| All | +207.1% | +1,170.7% | -963.6% | -7.6% |
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