+3.7%
VALE vs UPRO
+29.4%
-25.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.9% | -0.8% | +2.4% |
| 7D | -0.3% | -2.6% | +2.2% | +0.5% |
| 30D | -19.2% | -4.3% | -14.9% | -18.1% |
| 3M | -20.7% | -4.3% | -16.4% | -19.8% |
| 6M | -25.8% | +14.7% | -40.5% | -30.5% |
| YTD | -9.8% | +28.0% | -37.8% | -20.7% |
| 1Y | +3.7% | +29.8% | -26.2% | -9.3% |
| All | +3.7% | +29.4% | -25.7% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling