+219.9%
UPRO vs POET
+120.8%
+99.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +2.0% |
| 7D | -2.5% | +0.4% | -2.9% | -2.6% |
| 30D | -4.2% | -10.4% | +6.1% | -3.3% |
| 3M | +8.1% | -29.3% | +37.4% | +10.9% |
| 6M | +35.2% | +6.9% | +28.4% | +25.5% |
| YTD | +28.4% | +25.6% | +2.8% | +16.2% |
| 1Y | +39.3% | +49.2% | -9.9% | +21.8% |
| 3Y | +219.9% | +128.4% | +91.4% | +161.4% |
| All | +219.9% | +120.8% | +99.1% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 3y: compounded portfolio wealth divided by compounded POET 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…
3y analysis · Full analysis span regression · 6 months rolling