+13,114.2%
UPRO vs PTEN
+45.8%
+13,068.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.6% | -2.5% |
| 7D | +1.5% | -1.0% | +2.5% | +1.8% |
| 30D | -3.7% | +29.3% | -33.0% | -14.7% |
| 3M | +8.0% | +7.2% | +0.7% | +1.6% |
| 6M | +38.7% | +43.5% | -4.9% | +10.8% |
| YTD | +29.5% | +113.2% | -83.7% | -14.2% |
| 1Y | +46.1% | +135.1% | -89.0% | -8.8% |
| 3Y | +229.1% | -4.8% | +233.9% | +192.6% |
| 5Y | +136.0% | +94.6% | +41.4% | +33.7% |
| 10Y | +1,155.3% | -24.2% | +1,179.5% | +620.7% |
| All | +13,114.2% | +45.8% | +13,068.4% | +3,087.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling