+55.8%
SLB vs UPRO
+14,289.1%
-14,233.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | +15.8% | -0.9% | +16.7% | +16.1% |
| 3M | -0.3% | +1.9% | -2.3% | -2.0% |
| 6M | +21.3% | +33.1% | -11.8% | +6.3% |
| YTD | +52.3% | +31.8% | +20.5% | +33.6% |
| 1Y | +63.6% | +48.3% | +15.3% | +35.8% |
| 3Y | +3.8% | +221.5% | -217.7% | -41.5% |
| 5Y | +128.6% | +136.7% | -8.1% | +29.2% |
| 10Y | -3.1% | +1,179.2% | -1,182.2% | -78.8% |
| All | +55.8% | +14,289.1% | -14,233.2% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling