-4.5%
SLB vs UPRO
+210.8%
-215.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.3% |
| 7D | -7.1% | -8.7% | +1.6% | -4.7% |
| 30D | +4.1% | -16.9% | +21.0% | +9.8% |
| 3M | -2.6% | -15.3% | +12.6% | +1.9% |
| 6M | -8.6% | -5.7% | -2.8% | -8.1% |
| YTD | +32.2% | +12.1% | +20.1% | +24.7% |
| 1Y | +40.7% | +16.4% | +24.2% | +30.6% |
| 3Y | -4.5% | +210.5% | -215.1% | -35.2% |
| All | -4.5% | +210.8% | -215.3% | -35.2% |
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