+277.8%
UPS vs UPRO
+14,289.1%
-14,011.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | -3.5% | -0.9% | -2.6% | -3.3% |
| 3M | -5.7% | +1.9% | -7.6% | -6.6% |
| 6M | -4.4% | +33.1% | -37.5% | -12.6% |
| YTD | +8.0% | +31.8% | -23.8% | -1.2% |
| 1Y | +29.0% | +48.3% | -19.2% | +13.5% |
| 3Y | -27.7% | +221.5% | -249.2% | -51.6% |
| 5Y | -34.3% | +136.7% | -171.1% | -55.1% |
| 10Y | +37.8% | +1,179.2% | -1,141.4% | -50.8% |
| All | +277.8% | +14,289.1% | -14,011.3% | -45.2% |
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