+489.1%
XLB vs UPRO
+12,842.4%
-12,353.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +0.5% | -2.9% | +3.4% | +1.1% |
| 30D | +6.9% | -12.4% | +19.3% | +11.3% |
| 3M | -0.2% | -11.9% | +11.7% | +3.5% |
| 6M | +3.3% | -1.7% | +5.0% | +2.3% |
| YTD | +18.0% | +18.5% | -0.5% | +8.6% |
| 1Y | +24.2% | +17.5% | +6.7% | +14.4% |
| 3Y | +44.7% | +218.4% | -173.7% | -12.2% |
| 5Y | +31.6% | +99.1% | -67.5% | -13.7% |
| 10Y | +164.2% | +1,071.1% | -906.9% | -29.5% |
| All | +489.1% | +12,842.4% | -12,353.3% | -53.2% |
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