+50.0%
UNP vs UPRO
+136.1%
-86.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | -0.7% | +1.5% | -2.2% | -1.1% |
| 30D | -1.1% | -3.7% | +2.6% | -0.4% |
| 3M | +7.9% | +8.0% | -0.1% | +5.5% |
| 6M | +14.6% | +38.7% | -24.0% | +5.1% |
| YTD | +26.6% | +29.5% | -3.0% | +17.7% |
| 1Y | +35.6% | +46.1% | -10.5% | +21.9% |
| 3Y | +45.5% | +229.1% | -183.6% | +2.9% |
| 5Y | +50.0% | +136.0% | -86.0% | +5.6% |
| All | +50.0% | +136.1% | -86.2% | +5.6% |
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 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