+141.2%
UPRO vs POET
-6.5%
+147.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +1.9% |
| 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% | +11.2% |
| 6M | +35.2% | +6.9% | +28.4% | +24.5% |
| YTD | +28.4% | +25.6% | +2.8% | +15.0% |
| 1Y | +39.3% | +49.2% | -9.9% | +19.9% |
| 3Y | +219.9% | +128.4% | +91.4% | +150.6% |
| All | +141.2% | -6.5% | +147.7% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling