+491.2%
VALE vs UPRO
+1,226.0%
-734.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | -0.2% | -6.0% | +5.8% | +2.0% |
| 30D | +9.7% | -5.8% | +15.5% | +12.0% |
| 3M | +5.3% | +10.8% | -5.5% | +0.9% |
| 6M | +0.5% | +31.6% | -31.0% | -9.8% |
| YTD | +20.6% | +25.4% | -4.8% | +9.8% |
| 1Y | +57.6% | +39.2% | +18.4% | +37.4% |
| 3Y | +50.6% | +218.5% | -168.0% | -10.3% |
| 5Y | +41.8% | +137.1% | -95.2% | -15.8% |
| All | +491.2% | +1,226.0% | -734.9% | +2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling