-26.3%
U vs UPRO
+403.1%
-429.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.3% |
| 7D | +24.4% | -2.9% | +27.2% | +23.7% |
| 30D | +7.4% | -12.4% | +19.8% | +15.9% |
| 3M | +16.8% | -11.9% | +28.7% | +25.0% |
| 6M | +78.8% | -1.7% | +80.4% | +74.1% |
| YTD | +14.0% | +18.5% | -4.6% | -4.7% |
| 1Y | +16.7% | +17.5% | -0.8% | -1.7% |
| 3Y | +86.4% | +218.4% | -132.0% | -34.4% |
| 5Y | -71.5% | +99.1% | -170.6% | -86.5% |
| All | -26.3% | +403.1% | -429.4% | -78.4% |
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