+12,463.5%
UPRO vs XME
+235.8%
+12,227.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.3% | +3.2% |
| 7D | -3.8% | +1.5% | -5.3% | -4.8% |
| 30D | -8.9% | -7.3% | -1.6% | -1.3% |
| 3M | -7.4% | -17.4% | +10.0% | +11.7% |
| 6M | +1.6% | -21.8% | +23.4% | +27.7% |
| YTD | +23.2% | -6.0% | +29.1% | +24.9% |
| 1Y | +21.2% | +3.8% | +17.5% | +10.5% |
| 3Y | +230.8% | +100.0% | +130.8% | +50.2% |
| 5Y | +106.7% | +116.1% | -9.4% | -10.6% |
| 10Y | +1,125.0% | +280.6% | +844.4% | +197.2% |
| All | +12,463.5% | +235.8% | +12,227.7% | +3,812.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling