+212.3%
UPRO vs PTEN
-3.4%
+215.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -6.0% | +2.8% | -8.8% | -6.8% |
| 30D | -5.8% | +17.6% | -23.3% | -10.9% |
| 3M | +10.8% | +8.2% | +2.6% | +6.5% |
| 6M | +31.6% | +38.1% | -6.5% | +10.9% |
| YTD | +25.4% | +117.3% | -91.9% | -15.0% |
| 1Y | +39.2% | +146.1% | -106.8% | -12.7% |
| All | +212.3% | -3.4% | +215.6% | +151.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling