+60.2%
SCHD vs UPRO
+137.8%
-77.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.1% | -0.1% |
| 7D | -2.0% | -2.5% | +0.6% | -1.4% |
| 30D | -0.4% | -4.2% | +3.8% | +0.5% |
| 3M | +5.7% | +8.1% | -2.3% | +3.5% |
| 6M | +11.9% | +35.2% | -23.4% | +3.6% |
| YTD | +26.4% | +28.4% | -2.0% | +18.1% |
| 1Y | +27.6% | +39.3% | -11.7% | +16.5% |
| 3Y | +54.9% | +219.9% | -164.9% | +10.7% |
| All | +60.2% | +137.8% | -77.7% | +13.1% |
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