+135.9%
VALE vs UPRO
+14,289.1%
-14,153.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +5.1% | -0.9% | +6.0% | +5.4% |
| 3M | -0.4% | +1.9% | -2.3% | -2.0% |
| 6M | -2.2% | +33.1% | -35.3% | -14.4% |
| YTD | +20.5% | +31.8% | -11.3% | +5.5% |
| 1Y | +61.2% | +48.3% | +12.9% | +33.2% |
| 3Y | +43.1% | +221.5% | -178.3% | -23.1% |
| 5Y | +34.0% | +136.7% | -102.8% | -28.9% |
| 10Y | +469.7% | +1,179.2% | -709.5% | -3.0% |
| All | +135.9% | +14,289.1% | -14,153.2% | -91.3% |
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 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