+12,689.3%
UPRO vs POET
+90.0%
+12,599.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.2% | -1.4% |
| 7D | -6.0% | +3.7% | -9.7% | -6.3% |
| 30D | -5.8% | -11.5% | +5.7% | -5.0% |
| 3M | +10.8% | -30.8% | +41.6% | +13.4% |
| 6M | +31.6% | +8.6% | +23.0% | +24.4% |
| YTD | +25.4% | +20.1% | +5.3% | +16.9% |
| 1Y | +39.2% | +35.7% | +3.5% | +26.9% |
| 3Y | +218.5% | +116.5% | +102.0% | +160.1% |
| 5Y | +137.1% | -8.4% | +145.5% | +99.8% |
| 10Y | +1,208.2% | +24.6% | +1,183.6% | +900.2% |
| All | +12,689.3% | +90.0% | +12,599.3% | +8,849.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling