+1,001.8%
TER vs UPRO
+1,163.1%
-161.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +7.0% | +5.8% | +8.9% |
| 7D | -5.8% | -0.9% | -4.9% | -4.9% |
| 30D | -38.9% | -11.4% | -27.5% | -34.2% |
| 3M | -35.1% | -10.9% | -24.2% | -30.3% |
| 6M | -31.6% | -0.5% | -31.0% | -29.8% |
| YTD | +27.2% | +19.9% | +7.4% | +19.2% |
| 1Y | +35.2% | +24.2% | +11.0% | +24.6% |
| 3Y | +192.8% | +236.9% | -44.1% | +61.1% |
| 5Y | +72.4% | +96.6% | -24.1% | +14.6% |
| 10Y | +1,001.8% | +1,091.6% | -89.7% | +154.0% |
| All | +1,001.8% | +1,163.1% | -161.3% | +154.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling