+13,000.9%
UPRO vs LUMN
-35.0%
+13,035.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.8% |
| 7D | -2.5% | +2.5% | -5.1% | -3.3% |
| 30D | -4.2% | +10.3% | -14.6% | -7.5% |
| 3M | +8.1% | -18.3% | +26.3% | +14.1% |
| 6M | +35.2% | +4.4% | +30.9% | +30.5% |
| YTD | +28.4% | -10.7% | +39.1% | +26.6% |
| 1Y | +39.3% | +14.0% | +25.3% | +22.5% |
| 3Y | +219.9% | +406.6% | -186.7% | -8.5% |
| 5Y | +142.8% | -36.8% | +179.6% | +130.7% |
| 10Y | +1,240.0% | -56.2% | +1,296.2% | +1,222.9% |
| All | +13,000.9% | -35.0% | +13,035.9% | +5,971.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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