+78.9%
VALE vs UPRO
+12,842.3%
-12,763.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.1% | -2.8% |
| 7D | +5.5% | -2.9% | +8.3% | +6.1% |
| 30D | -15.0% | -12.4% | -2.6% | -10.8% |
| 3M | -20.0% | -11.9% | -8.2% | -16.5% |
| 6M | -28.4% | -1.7% | -26.7% | -29.2% |
| YTD | -8.6% | +18.5% | -27.1% | -17.1% |
| 1Y | +2.0% | +17.5% | -15.5% | -7.5% |
| 3Y | +4.1% | +218.4% | -214.3% | -44.3% |
| 5Y | +46.4% | +99.1% | -52.7% | -16.3% |
| 10Y | +202.4% | +1,071.1% | -868.7% | -47.3% |
| All | +78.9% | +12,842.3% | -12,763.5% | -93.2% |
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