+76.4%
SLB vs UPRO
+95.9%
-19.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +3.5% | +7.4% | -3.9% | +1.4% |
| 30D | +6.5% | -7.9% | +14.4% | +8.5% |
| 3M | -0.2% | -12.0% | +11.8% | +2.8% |
| 6M | -5.7% | -2.0% | -3.8% | -6.3% |
| YTD | +36.8% | +20.4% | +16.4% | +27.7% |
| 1Y | +45.8% | +24.5% | +21.3% | +34.6% |
| 3Y | +3.4% | +224.4% | -221.0% | -28.3% |
| All | +76.4% | +95.9% | -19.5% | +28.8% |
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