+11,991.0%
UPRO vs CASY
+3,127.2%
+8,863.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.8% |
| 7D | -2.9% | +5.0% | -7.9% | -6.6% |
| 30D | -12.4% | +8.2% | -20.6% | -18.2% |
| 3M | -11.9% | -18.2% | +6.3% | -0.2% |
| 6M | -1.7% | -18.6% | +16.9% | +5.5% |
| YTD | +18.5% | +26.8% | -8.3% | -13.3% |
| 1Y | +17.5% | +31.6% | -14.1% | -17.4% |
| 3Y | +218.4% | +156.5% | +61.8% | +19.3% |
| 5Y | +99.1% | +258.6% | -159.5% | -44.6% |
| 10Y | +1,071.1% | +550.3% | +520.8% | +112.4% |
| All | +11,991.0% | +3,127.2% | +8,863.7% | +452.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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