+108.3%
V vs UPRO
+95.9%
+12.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.6% |
| 7D | +0.9% | +7.4% | -6.5% | -1.1% |
| 30D | +9.0% | -7.9% | +16.9% | +10.9% |
| 3M | +16.7% | -12.0% | +28.7% | +20.0% |
| 6M | +33.4% | -2.0% | +35.4% | +32.2% |
| YTD | +22.4% | +20.4% | +2.0% | +13.5% |
| 1Y | +27.7% | +24.5% | +3.2% | +17.1% |
| 3Y | +78.0% | +224.4% | -146.4% | +15.6% |
| All | +108.3% | +95.9% | +12.4% | +48.0% |
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 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