+326.1%
UL vs UPRO
+14,289.1%
-13,963.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | +0.5% | -0.9% | +1.4% | +0.6% |
| 3M | +17.6% | +1.9% | +15.7% | +16.5% |
| 6M | -5.4% | +33.1% | -38.5% | -11.3% |
| YTD | +0.7% | +31.8% | -31.1% | -5.7% |
| 1Y | -9.3% | +48.3% | -57.5% | -17.4% |
| 3Y | +24.5% | +221.5% | -196.9% | -8.4% |
| 5Y | +23.2% | +136.7% | -113.5% | -9.2% |
| 10Y | +64.5% | +1,179.2% | -1,114.7% | -32.7% |
| All | +326.1% | +14,289.1% | -13,963.0% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling