+276.8%
THC vs UPRO
+81.0%
+195.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | +3.7% | -8.7% | +12.4% | +6.9% |
| 30D | +9.0% | -16.9% | +25.9% | +16.2% |
| 3M | +10.4% | -15.3% | +25.7% | +16.4% |
| 6M | +45.7% | -5.7% | +51.4% | +45.9% |
| YTD | +42.6% | +12.1% | +30.5% | +32.1% |
| 1Y | +38.8% | +16.4% | +22.3% | +26.3% |
| 3Y | +418.8% | +210.5% | +208.3% | +187.8% |
| All | +276.8% | +81.0% | +195.8% | +146.4% |
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