-5.6%
TLT vs UPRO
+29.4%
-35.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | +0.5% |
| 7D | +1.0% | -2.6% | +3.5% | +1.1% |
| 30D | +6.0% | -4.3% | +10.3% | +6.3% |
| 3M | -0.9% | -4.3% | +3.4% | -0.7% |
| 6M | -2.3% | +14.7% | -17.0% | -3.4% |
| YTD | -3.3% | +28.0% | -31.3% | -5.5% |
| 1Y | -5.6% | +29.8% | -35.4% | -7.7% |
| All | -5.6% | +29.4% | -35.0% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling