+54.4%
SCHD vs UPRO
+212.7%
-158.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | 0.0% |
| 7D | -3.1% | -6.0% | +2.9% | -2.0% |
| 30D | -0.8% | -5.8% | +5.0% | +0.2% |
| 3M | +6.2% | +10.8% | -4.6% | +3.8% |
| 6M | +11.8% | +31.6% | -19.8% | +5.1% |
| YTD | +26.0% | +25.4% | +0.6% | +19.3% |
| 1Y | +28.1% | +39.2% | -11.1% | +18.2% |
| All | +54.4% | +212.7% | -158.4% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling