+464.6%
USB vs UPRO
+12,035.6%
-11,571.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.2% | +11.1% | +2.8% |
| 7D | -1.5% | -14.4% | +12.9% | +3.9% |
| 30D | +4.3% | -18.2% | +22.5% | +11.7% |
| 3M | -6.1% | -16.4% | +10.3% | -0.4% |
| 6M | +9.4% | -2.6% | +12.0% | +8.5% |
| YTD | +15.2% | +11.1% | +4.0% | +7.8% |
| 1Y | +32.8% | +11.8% | +21.0% | +23.6% |
| 3Y | +91.3% | +209.9% | -118.6% | +14.9% |
| 5Y | +22.7% | +80.9% | -58.2% | -17.6% |
| 10Y | +97.0% | +1,134.2% | -1,037.1% | -49.1% |
| All | +464.6% | +12,035.6% | -11,571.1% | -54.2% |
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