+135.9%
UPRO vs PTEN
+94.7%
+41.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -2.1% |
| 7D | -1.3% | -1.7% | +0.4% | -0.9% |
| 30D | -5.0% | +18.6% | -23.6% | -10.9% |
| 3M | +7.5% | +12.5% | -5.0% | +1.0% |
| 6M | +33.2% | +41.9% | -8.6% | +11.2% |
| YTD | +27.7% | +117.8% | -90.1% | -11.3% |
| 1Y | +43.0% | +145.3% | -102.3% | -6.7% |
| 3Y | +224.4% | -2.8% | +227.2% | +187.1% |
| 5Y | +135.9% | +93.4% | +42.5% | +62.1% |
| All | +135.9% | +94.7% | +41.2% | +62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling