-53.1%
TEAM vs UPRO
+133.2%
-186.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.2% | +1.6% |
| 7D | -4.7% | -1.3% | -3.4% | -3.9% |
| 30D | +17.0% | -5.0% | +22.1% | +20.7% |
| 3M | +85.9% | +7.5% | +78.4% | +76.9% |
| 6M | +116.7% | +33.2% | +83.4% | +78.8% |
| YTD | +9.6% | +27.7% | -18.1% | -7.9% |
| 1Y | -2.5% | +43.0% | -45.6% | -24.5% |
| 3Y | -14.0% | +224.4% | -238.4% | -64.0% |
| 5Y | -53.1% | +135.9% | -188.9% | -76.3% |
| All | -53.1% | +133.2% | -186.2% | -76.3% |
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