+354.1%
USFD vs UPRO
+1,087.5%
-733.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | +1.7% | +7.4% | -5.7% | -1.1% |
| 30D | +10.2% | -7.9% | +18.0% | +12.9% |
| 3M | -1.5% | -12.0% | +10.5% | +2.5% |
| 6M | +27.3% | -2.0% | +29.3% | +25.5% |
| YTD | +44.0% | +20.4% | +23.6% | +29.3% |
| 1Y | +50.4% | +24.5% | +25.8% | +33.0% |
| 3Y | +153.6% | +224.4% | -70.8% | +41.3% |
| 5Y | +219.0% | +97.6% | +121.4% | +99.6% |
| All | +354.1% | +1,087.5% | -733.3% | +20.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling