+6,989.8%
UPRO vs XYL
+449.8%
+6,540.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | +1.4% |
| 7D | +0.1% | -5.0% | +5.1% | +6.8% |
| 30D | -0.9% | -13.2% | +12.3% | +18.1% |
| 3M | +1.9% | -3.7% | +5.6% | +5.0% |
| 6M | +33.1% | -17.7% | +50.8% | +66.6% |
| YTD | +31.8% | -21.5% | +53.3% | +72.6% |
| 1Y | +48.3% | -24.5% | +72.8% | +104.4% |
| 3Y | +221.5% | +6.9% | +214.5% | +185.0% |
| 5Y | +136.7% | -18.1% | +154.8% | +210.2% |
| 10Y | +1,179.2% | +134.7% | +1,044.5% | +479.3% |
| All | +6,989.8% | +449.8% | +6,540.1% | +1,395.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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