+17,110.3%
URI vs UPRO
+12,035.6%
+5,074.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -13.2% | +6.0% | +0.2% |
| 7D | -12.9% | -14.4% | +1.5% | -5.6% |
| 30D | -3.4% | -18.2% | +14.8% | +7.3% |
| 3M | -10.0% | -16.4% | +6.4% | -1.6% |
| 6M | +12.2% | -2.6% | +14.8% | +11.3% |
| YTD | +29.8% | +11.1% | +18.6% | +17.8% |
| 1Y | +24.6% | +11.8% | +12.8% | +12.4% |
| 3Y | +137.6% | +209.9% | -72.3% | +11.0% |
| 5Y | +176.6% | +80.9% | +95.7% | +55.7% |
| 10Y | +1,402.6% | +1,134.2% | +268.4% | +89.3% |
| All | +17,110.3% | +12,035.6% | +5,074.7% | +307.8% |
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 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