-14.6%
TEAM vs UPRO
+230.2%
-244.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.7% | -5.2% | -6.2% |
| 7D | -5.7% | +1.5% | -7.1% | -6.2% |
| 30D | +18.3% | -3.7% | +22.1% | +20.5% |
| 3M | +80.2% | +8.0% | +72.2% | +73.4% |
| 6M | +111.0% | +38.7% | +72.3% | +78.5% |
| YTD | +8.8% | +29.5% | -20.7% | -5.3% |
| 1Y | +2.2% | +46.1% | -43.9% | -17.1% |
| 3Y | -14.6% | +229.1% | -243.7% | -57.3% |
| All | -14.6% | +230.2% | -244.8% | -57.3% |
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 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