+1,744.2%
TER vs UPRO
+1,152.9%
+591.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +5.1% |
| 7D | +11.0% | +1.5% | +9.5% | +9.9% |
| 30D | -1.9% | -3.7% | +1.8% | 0.0% |
| 3M | -0.7% | +8.0% | -8.6% | -3.9% |
| 6M | +36.4% | +38.7% | -2.3% | +16.7% |
| YTD | +92.4% | +29.5% | +62.9% | +71.1% |
| 1Y | +213.5% | +46.1% | +167.4% | +163.3% |
| 3Y | +277.2% | +229.1% | +48.1% | +106.3% |
| 5Y | +219.1% | +136.0% | +83.1% | +91.7% |
| 10Y | +1,744.2% | +1,155.3% | +589.0% | +325.9% |
| All | +1,744.2% | +1,152.9% | +591.3% | +325.9% |
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