+120.2%
SPOT vs UPRO
+104.9%
+15.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | -1.2% |
| 7D | -3.0% | -3.8% | +0.8% | -1.9% |
| 30D | +15.2% | -8.9% | +24.0% | +18.5% |
| 3M | +21.6% | -7.4% | +29.0% | +23.7% |
| 6M | +45.2% | +1.6% | +43.7% | +39.5% |
| YTD | +4.9% | +23.2% | -18.3% | -9.1% |
| 1Y | -4.8% | +21.2% | -26.0% | -17.2% |
| 3Y | +256.3% | +230.8% | +25.4% | +67.7% |
| 5Y | +120.2% | +106.7% | +13.5% | +24.3% |
| All | +120.2% | +104.9% | +15.3% | +24.3% |
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 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