+34.4%
URI vs UPRO
+19.8%
+14.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.8% |
| 7D | +6.7% | +7.4% | -0.7% | +4.0% |
| 30D | +8.9% | -7.9% | +16.8% | +11.7% |
| 3M | +0.5% | -12.0% | +12.5% | +4.7% |
| 6M | +20.7% | -2.0% | +22.6% | +20.2% |
| YTD | +40.0% | +20.4% | +19.6% | +27.3% |
| 1Y | +34.4% | +24.5% | +9.9% | +19.4% |
| All | +34.4% | +19.8% | +14.6% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling