+1,237.9%
TRV vs UPRO
+14,289.1%
-13,051.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -3.4% | -0.9% | -2.5% | -3.3% |
| 3M | +26.4% | +1.9% | +24.5% | +24.7% |
| 6M | +19.3% | +33.1% | -13.8% | +9.1% |
| YTD | +28.3% | +31.8% | -3.5% | +17.2% |
| 1Y | +34.3% | +48.3% | -14.0% | +18.2% |
| 3Y | +140.1% | +221.5% | -81.3% | +62.0% |
| 5Y | +155.7% | +136.7% | +19.0% | +72.3% |
| 10Y | +285.5% | +1,179.2% | -893.6% | +34.9% |
| All | +1,237.9% | +14,289.1% | -13,051.2% | +94.8% |
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