+99.1%
UPRO vs XME
+118.5%
-19.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | +0.9% |
| 7D | -2.9% | -0.2% | -2.7% | -2.3% |
| 30D | -12.4% | -9.2% | -3.3% | -3.6% |
| 3M | -11.9% | -17.8% | +5.9% | +6.0% |
| 6M | -1.7% | -20.0% | +18.4% | +20.0% |
| YTD | +18.5% | -6.6% | +25.1% | +19.5% |
| 1Y | +17.5% | +1.8% | +15.7% | +7.5% |
| 3Y | +218.4% | +98.7% | +119.6% | +32.3% |
| 5Y | +99.1% | +123.9% | -24.8% | -22.6% |
| All | +99.1% | +118.5% | -19.4% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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