+315.3%
UPS vs UPRO
+13,348.2%
-13,032.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.6% | +0.1% |
| 7D | -1.6% | -3.8% | +2.1% | -0.8% |
| 30D | +17.9% | -8.9% | +26.8% | +20.6% |
| 3M | +9.4% | -7.4% | +16.8% | +11.1% |
| 6M | +16.2% | +1.6% | +14.6% | +14.4% |
| YTD | +18.8% | +23.2% | -4.4% | +10.0% |
| 1Y | +26.1% | +21.2% | +4.9% | +17.1% |
| 3Y | -4.5% | +230.8% | -235.3% | -36.8% |
| 5Y | -33.2% | +106.7% | -139.9% | -52.7% |
| 10Y | +44.3% | +1,125.0% | -1,080.7% | -48.0% |
| All | +315.3% | +13,348.2% | -13,032.9% | -38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling