+16.7%
U vs UPRO
+19.6%
-2.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.6% |
| 7D | +24.4% | -2.9% | +27.2% | +23.1% |
| 30D | +7.4% | -12.4% | +19.8% | +14.2% |
| 3M | +16.8% | -11.9% | +28.7% | +23.4% |
| 6M | +78.8% | -1.7% | +80.4% | +74.6% |
| YTD | +14.0% | +18.5% | -4.6% | +1.9% |
| 1Y | +16.7% | +17.5% | -0.8% | +5.3% |
| All | +16.7% | +19.6% | -2.9% | +5.3% |
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 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