+1,095.1%
UPRO vs PTEN
-38.4%
+1,133.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -2.2% |
| 7D | +7.4% | +10.6% | -3.2% | +3.6% |
| 30D | -7.9% | -4.9% | -2.9% | -7.0% |
| 3M | -12.0% | +1.4% | -13.5% | -14.0% |
| 6M | -2.0% | -7.0% | +5.1% | -3.3% |
| YTD | +20.4% | +84.8% | -64.4% | -11.5% |
| 1Y | +24.5% | +95.7% | -71.2% | -10.7% |
| 3Y | +224.4% | +2.0% | +222.4% | +184.9% |
| 5Y | +97.6% | +48.0% | +49.7% | +40.2% |
| All | +1,095.1% | -38.4% | +1,133.5% | +691.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 10y: compounded portfolio wealth divided by compounded PTEN 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…
10y analysis · Full analysis span regression · 6 months rolling