+2,988.8%
V vs UPRO
+12,137.2%
-9,148.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | +2.2% | -8.7% | +10.9% | +5.0% |
| 30D | +13.6% | -16.9% | +30.5% | +20.1% |
| 3M | +14.3% | -15.3% | +29.6% | +19.8% |
| 6M | +33.1% | -5.7% | +38.8% | +33.3% |
| YTD | +21.2% | +12.1% | +9.2% | +13.5% |
| 1Y | +26.4% | +16.4% | +10.0% | +16.6% |
| 3Y | +77.6% | +210.5% | -132.9% | +9.8% |
| 5Y | +102.6% | +82.4% | +20.2% | +38.5% |
| 10Y | +464.4% | +1,144.5% | -680.1% | +67.3% |
| All | +2,988.8% | +12,137.2% | -9,148.4% | +318.7% |
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 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