-3.7%
TLT vs UPRO
+46.0%
-49.6%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.1% |
| 7D | +0.4% | +1.5% | -1.1% | +0.3% |
| 30D | -0.3% | -3.7% | +3.4% | -0.1% |
| 3M | -1.7% | +8.0% | -9.7% | -2.2% |
| 6M | -4.9% | +38.7% | -43.6% | -6.2% |
| YTD | -2.8% | +29.5% | -32.3% | -4.2% |
| All | -3.7% | +46.0% | -49.6% | -4.3% |
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