-20.6%
TRI vs UPRO
+212.7%
-233.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.0% |
| 7D | -14.4% | -6.0% | -8.4% | -13.5% |
| 30D | -8.1% | -5.8% | -2.3% | -7.2% |
| 3M | +17.5% | +10.8% | +6.7% | +15.4% |
| 6M | -5.0% | +31.6% | -36.5% | -10.1% |
| YTD | -24.7% | +25.4% | -50.1% | -28.0% |
| 1Y | -41.5% | +39.2% | -80.7% | -45.3% |
| All | -20.6% | +212.7% | -233.3% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling