+230.8%
TPR vs UPRO
+102.9%
+128.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -1.1% | +9.7% | -10.8% | -4.9% |
| 30D | +15.1% | -9.8% | +24.9% | +18.6% |
| 3M | -13.4% | -9.1% | -4.3% | -11.5% |
| 6M | +1.4% | +0.9% | +0.5% | -1.9% |
| YTD | +4.8% | +21.9% | -17.1% | -7.1% |
| 1Y | +29.2% | +19.8% | +9.4% | +15.2% |
| 3Y | +403.7% | +227.4% | +176.3% | +176.2% |
| 5Y | +230.8% | +100.1% | +130.7% | +107.4% |
| All | +230.8% | +102.9% | +128.0% | +107.4% |
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