-6.5%
U vs UPRO
+43.9%
-50.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.5% |
| 7D | +4.4% | -1.3% | +5.7% | +5.3% |
| 30D | -1.3% | -5.0% | +3.7% | +2.2% |
| 3M | +49.6% | +7.5% | +42.1% | +40.7% |
| 6M | +100.2% | +33.2% | +67.0% | +60.4% |
| YTD | -3.7% | +27.7% | -31.4% | -18.9% |
| 1Y | -6.5% | +43.0% | -49.5% | -30.5% |
| All | -6.5% | +43.9% | -50.4% | -30.5% |
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