+264.0%
SPOT vs UPRO
+674.9%
-410.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.7% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +12.5% | -0.9% | +13.4% | +12.7% |
| 3M | +9.9% | +1.9% | +8.0% | +7.9% |
| 6M | +1.6% | +33.1% | -31.5% | -10.3% |
| YTD | -6.6% | +31.8% | -38.4% | -17.3% |
| 1Y | -22.9% | +48.3% | -71.2% | -35.2% |
| 3Y | +244.3% | +221.5% | +22.8% | +106.7% |
| 5Y | +117.8% | +136.7% | -18.9% | +38.3% |
| All | +264.0% | +674.9% | -410.9% | +53.7% |
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