+36.1%
UPS vs UPRO
+1,162.5%
-1,126.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.2% | -0.8% |
| 7D | -3.7% | -1.3% | -2.4% | -3.3% |
| 30D | -3.7% | -5.0% | +1.3% | -2.3% |
| 3M | -6.6% | +7.5% | -14.0% | -8.8% |
| 6M | +2.6% | +33.2% | -30.7% | -6.3% |
| YTD | +4.8% | +27.7% | -22.9% | -3.4% |
| 1Y | +25.3% | +43.0% | -17.8% | +11.3% |
| 3Y | -26.9% | +224.4% | -251.3% | -51.4% |
| 5Y | -33.5% | +135.9% | -169.4% | -54.7% |
| 10Y | +36.1% | +1,232.5% | -1,196.4% | -53.8% |
| All | +36.1% | +1,162.5% | -1,126.5% | -53.8% |
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