+910.4%
XBI vs UPRO
+14,289.1%
-13,378.7%
-63.9%
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% | +0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +7.1% | -0.9% | +7.9% | +7.4% |
| 3M | +22.9% | +1.9% | +21.0% | +21.1% |
| 6M | +29.7% | +33.1% | -3.4% | +14.9% |
| YTD | +34.5% | +31.8% | +2.7% | +19.2% |
| 1Y | +76.1% | +48.3% | +27.8% | +48.2% |
| 3Y | +103.2% | +221.5% | -118.3% | +19.1% |
| 5Y | +22.8% | +136.7% | -113.9% | -24.7% |
| 10Y | +176.3% | +1,179.2% | -1,002.9% | -30.6% |
| All | +910.4% | +14,289.1% | -13,378.7% | -5.7% |
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