+208.0%
USFD vs UPRO
+96.6%
+111.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.3% |
| 7D | +8.4% | -2.9% | +11.3% | +9.1% |
| 30D | +12.7% | -12.4% | +25.2% | +17.0% |
| 3M | +1.1% | -11.9% | +13.0% | +4.5% |
| 6M | +30.2% | -1.7% | +31.8% | +28.5% |
| YTD | +45.8% | +18.5% | +27.3% | +33.8% |
| 1Y | +51.9% | +17.5% | +34.4% | +39.5% |
| 3Y | +158.5% | +218.4% | -59.9% | +53.7% |
| 5Y | +208.0% | +99.1% | +108.9% | +101.7% |
| All | +208.0% | +96.6% | +111.4% | +101.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling