+154.8%
URI vs UPRO
+233.9%
-79.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.9% | +0.2% | +2.4% |
| 7D | +2.4% | -3.8% | +6.2% | +4.0% |
| 30D | +8.9% | -8.9% | +17.7% | +13.0% |
| 3M | +0.8% | -7.4% | +8.2% | +3.7% |
| 6M | +23.1% | +1.6% | +21.6% | +20.4% |
| YTD | +43.1% | +23.2% | +19.9% | +26.5% |
| 1Y | +35.7% | +21.2% | +14.4% | +20.7% |
| All | +154.8% | +233.9% | -79.1% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling