-54.0%
USAR vs UPRO
+19.6%
-73.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -8.2% |
| 7D | -9.1% | -2.9% | -6.2% | -7.5% |
| 30D | -36.9% | -12.4% | -24.5% | -25.7% |
| 3M | -58.4% | -11.9% | -46.5% | -51.3% |
| 6M | -70.6% | -1.7% | -69.0% | -69.5% |
| YTD | -33.4% | +18.5% | -52.0% | -45.1% |
| 1Y | -54.0% | +17.5% | -71.5% | -61.0% |
| All | -54.0% | +19.6% | -73.6% | -61.0% |
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