-3.6%
UNH vs UPRO
+104.9%
-108.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.1% |
| 7D | -1.6% | -3.8% | +2.2% | -1.2% |
| 30D | +6.5% | -8.9% | +15.3% | +7.6% |
| 3M | +0.8% | -7.4% | +8.2% | +1.6% |
| 6M | +6.1% | +1.6% | +4.5% | +5.1% |
| YTD | +24.5% | +23.2% | +1.3% | +19.6% |
| 1Y | +26.3% | +21.2% | +5.1% | +21.5% |
| 3Y | -20.7% | +230.8% | -251.5% | -36.6% |
| 5Y | -3.6% | +106.7% | -110.2% | -19.2% |
| All | -3.6% | +104.9% | -108.5% | -19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling