+141.5%
W vs UPRO
+1,152.9%
-1,011.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.8% |
| 7D | +6.5% | +1.5% | +5.0% | +5.3% |
| 30D | -6.2% | -3.7% | -2.5% | -3.7% |
| 3M | +48.9% | +8.0% | +40.9% | +41.7% |
| 6M | +31.2% | +38.7% | -7.5% | +4.6% |
| YTD | -0.4% | +29.5% | -30.0% | -16.4% |
| 1Y | +14.8% | +46.1% | -31.3% | -12.0% |
| 3Y | +40.5% | +229.1% | -188.6% | -37.8% |
| 5Y | -62.1% | +136.0% | -198.1% | -79.0% |
| 10Y | +141.5% | +1,155.3% | -1,013.7% | -61.2% |
| All | +141.5% | +1,152.9% | -1,011.4% | -61.2% |
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 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