+2,437.3%
THC vs UPRO
+12,842.4%
-10,405.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +0.9% |
| 7D | +8.8% | -2.9% | +11.7% | +9.8% |
| 30D | +10.0% | -12.4% | +22.5% | +16.0% |
| 3M | +11.7% | -11.9% | +23.5% | +16.9% |
| 6M | +52.5% | -1.7% | +54.1% | +49.8% |
| YTD | +46.1% | +18.5% | +27.5% | +29.8% |
| 1Y | +49.1% | +17.5% | +31.6% | +32.8% |
| 3Y | +439.6% | +218.4% | +221.3% | +174.5% |
| 5Y | +263.2% | +99.1% | +164.0% | +109.5% |
| 10Y | +1,900.5% | +1,071.1% | +829.4% | +315.5% |
| All | +2,437.3% | +12,842.4% | -10,405.0% | +66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling