+1,329.5%
THC vs UPRO
+1,093.1%
+236.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.5% |
| 7D | +3.7% | -8.7% | +12.4% | +7.6% |
| 30D | +9.0% | -16.9% | +25.9% | +17.6% |
| 3M | +10.4% | -15.3% | +25.7% | +17.6% |
| 6M | +45.7% | -5.7% | +51.4% | +45.9% |
| YTD | +42.6% | +12.1% | +30.5% | +30.2% |
| 1Y | +38.8% | +16.4% | +22.3% | +24.2% |
| 3Y | +418.8% | +210.5% | +208.3% | +166.9% |
| 5Y | +275.7% | +82.4% | +193.3% | +126.9% |
| All | +1,329.5% | +1,093.1% | +236.5% | +471.9% |
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