-1.9%
VALE vs UPRO
+19.8%
-21.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -3.2% | +7.4% | -10.6% | -5.5% |
| 30D | -15.1% | -7.9% | -7.2% | -13.3% |
| 3M | -18.7% | -12.0% | -6.7% | -15.7% |
| 6M | -31.5% | -2.0% | -29.5% | -32.2% |
| YTD | -11.4% | +20.4% | -31.8% | -21.4% |
| 1Y | -1.9% | +24.5% | -26.4% | -13.6% |
| All | -1.9% | +19.8% | -21.7% | -13.6% |
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