-0.4%
UL vs UPRO
+19.6%
-20.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +2.6% | -2.9% | +5.4% | +2.5% |
| 30D | +6.8% | -12.4% | +19.2% | +6.8% |
| 3M | +5.7% | -11.9% | +17.6% | +5.7% |
| 6M | +15.9% | -1.7% | +17.5% | +15.1% |
| YTD | +4.3% | +18.5% | -14.3% | +2.7% |
| 1Y | -0.4% | +17.5% | -17.9% | -1.8% |
| All | -0.4% | +19.6% | -20.0% | -1.8% |
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 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