+3.7%
U vs UPRO
+51.4%
-47.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.1% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | +17.5% | -0.9% | +18.3% | +18.0% |
| 3M | +38.7% | +1.9% | +36.8% | +36.1% |
| 6M | +104.4% | +33.1% | +71.3% | +66.1% |
| YTD | -5.7% | +31.8% | -37.5% | -22.0% |
| 1Y | +3.7% | +48.3% | -44.6% | -19.1% |
| All | +3.7% | +51.4% | -47.7% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling