+293.8%
TRV vs UPRO
+1,226.0%
-932.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +1.0% |
| 7D | -1.5% | -6.0% | +4.5% | 0.0% |
| 30D | -1.8% | -5.8% | +4.0% | -0.5% |
| 3M | +21.6% | +10.8% | +10.8% | +17.8% |
| 6M | +22.5% | +31.6% | -9.1% | +12.8% |
| YTD | +28.1% | +25.4% | +2.8% | +19.1% |
| 1Y | +37.0% | +39.2% | -2.2% | +23.3% |
| 3Y | +141.9% | +218.5% | -76.6% | +65.9% |
| 5Y | +158.5% | +137.1% | +21.5% | +76.9% |
| All | +293.8% | +1,226.0% | -932.2% | +46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling