+35.6%
UNP vs UPRO
+81.0%
-45.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -2.8% |
| 7D | -4.6% | -8.7% | +4.1% | -2.8% |
| 30D | +5.6% | -16.9% | +22.5% | +9.6% |
| 3M | -1.3% | -15.3% | +14.0% | +1.8% |
| 6M | +9.2% | -5.7% | +15.0% | +9.3% |
| YTD | +27.3% | +12.1% | +15.3% | +21.7% |
| 1Y | +35.9% | +16.4% | +19.5% | +28.5% |
| 3Y | +45.5% | +210.5% | -165.1% | +4.2% |
| All | +35.6% | +81.0% | -45.4% | +1.7% |
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