+476.5%
TRI vs UPRO
+14,289.1%
-13,812.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -5.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +7.9% | -0.9% | +8.8% | +8.1% |
| 3M | +24.1% | +1.9% | +22.1% | +22.7% |
| 6M | +3.8% | +33.1% | -29.3% | -4.4% |
| YTD | -16.9% | +31.8% | -48.6% | -23.2% |
| 1Y | -38.4% | +48.3% | -86.7% | -44.9% |
| 3Y | -12.2% | +221.5% | -233.7% | -38.2% |
| 5Y | -1.8% | +136.7% | -138.5% | -30.4% |
| 10Y | +207.6% | +1,179.2% | -971.6% | +16.1% |
| All | +476.5% | +14,289.1% | -13,812.6% | -7.9% |
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