+19.8%
XBI vs UPRO
+128.3%
-108.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.9% |
| 7D | -4.6% | -6.0% | +1.4% | -2.3% |
| 30D | -0.8% | -5.8% | +5.0% | +1.5% |
| 3M | +21.8% | +10.8% | +11.0% | +16.3% |
| 6M | +23.2% | +31.6% | -8.4% | +9.5% |
| YTD | +28.7% | +25.4% | +3.4% | +16.1% |
| 1Y | +67.8% | +39.2% | +28.5% | +44.5% |
| 3Y | +100.6% | +218.5% | -117.9% | +16.0% |
| 5Y | +19.8% | +137.1% | -117.2% | -26.6% |
| All | +19.8% | +128.3% | -108.5% | -26.6% |
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 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