+328.9%
USFD vs UPRO
+1,120.7%
-791.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -13.2% | +10.4% | +2.1% |
| 7D | +3.9% | -14.4% | +18.3% | +9.7% |
| 30D | +10.7% | -18.2% | +28.9% | +18.6% |
| 3M | +6.3% | -16.4% | +22.7% | +12.7% |
| 6M | +16.2% | -2.6% | +18.9% | +14.8% |
| YTD | +41.9% | +11.1% | +30.7% | +31.5% |
| 1Y | +44.2% | +11.8% | +32.4% | +33.1% |
| 3Y | +159.8% | +209.9% | -50.1% | +48.5% |
| 5Y | +177.1% | +80.9% | +96.2% | +80.6% |
| 10Y | +376.2% | +1,134.2% | -758.0% | +50.4% |
| All | +328.9% | +1,120.7% | -791.8% | +36.1% |
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 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