+43.7%
UPS vs UPRO
+1,064.0%
-1,020.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +1.7% | -2.9% | +4.6% | +2.3% |
| 30D | +17.4% | -12.4% | +29.9% | +21.4% |
| 3M | +7.7% | -11.9% | +19.6% | +11.0% |
| 6M | +13.8% | -1.7% | +15.5% | +13.1% |
| YTD | +17.3% | +18.5% | -1.3% | +9.8% |
| 1Y | +27.2% | +17.5% | +9.7% | +19.1% |
| 3Y | -5.6% | +218.4% | -224.0% | -37.2% |
| 5Y | -33.5% | +99.1% | -132.7% | -52.7% |
| 10Y | +43.7% | +1,071.1% | -1,027.4% | -50.1% |
| All | +43.7% | +1,064.0% | -1,020.3% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 10y: compounded portfolio wealth divided by compounded UPRO 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…
10y analysis · Full analysis span regression · 6 months rolling