+29.8%
UPRO vs PSLV
+7.9%
+21.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.0% | -1.1% | +3.3% |
| 7D | -2.6% | -2.6% | +0.1% | -1.9% |
| 30D | -4.3% | -14.2% | +9.8% | -0.6% |
| 3M | -4.3% | -12.2% | +8.0% | -1.3% |
| 6M | +14.7% | -28.1% | +42.8% | +23.4% |
| YTD | +28.0% | -28.2% | +56.2% | +29.7% |
| 1Y | +29.8% | +9.1% | +20.7% | +4.8% |
| All | +29.8% | +7.9% | +21.9% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling