+44.9%
VALE vs UPRO
+136.1%
-91.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.3% |
| 7D | +2.9% | +1.5% | +1.4% | +2.5% |
| 30D | +8.8% | -3.7% | +12.5% | +9.7% |
| 3M | +6.8% | +8.0% | -1.2% | +4.4% |
| 6M | +6.9% | +38.7% | -31.7% | -1.8% |
| YTD | +22.8% | +29.5% | -6.7% | +14.4% |
| 1Y | +61.3% | +46.1% | +15.2% | +45.7% |
| 3Y | +53.3% | +229.1% | -175.8% | +10.4% |
| 5Y | +44.9% | +136.0% | -91.2% | +3.5% |
| All | +44.9% | +136.1% | -91.3% | +3.5% |
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