+31.4%
UNH vs UPRO
+51.4%
-20.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -3.8% | -0.9% | -2.9% | -3.7% |
| 3M | +0.7% | +1.9% | -1.2% | +0.4% |
| 6M | +37.9% | +33.1% | +4.8% | +28.6% |
| YTD | +21.9% | +31.8% | -9.9% | +13.1% |
| 1Y | +31.4% | +48.3% | -16.9% | +20.4% |
| All | +31.4% | +51.4% | -20.1% | +20.4% |
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 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