+479.1%
XLB vs UPRO
+12,137.2%
-11,658.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.0% |
| 7D | -1.5% | -8.7% | +7.2% | +1.3% |
| 30D | +6.1% | -16.9% | +23.0% | +12.5% |
| 3M | 0.0% | -15.3% | +15.3% | +5.1% |
| 6M | 0.0% | -5.7% | +5.7% | +0.5% |
| YTD | +16.0% | +12.1% | +3.9% | +8.9% |
| 1Y | +24.7% | +16.4% | +8.3% | +15.3% |
| 3Y | +40.4% | +210.5% | -170.2% | -14.1% |
| 5Y | +30.7% | +82.4% | -51.7% | -11.5% |
| 10Y | +173.3% | +1,144.5% | -971.3% | -29.1% |
| All | +479.1% | +12,137.2% | -11,658.1% | -53.1% |
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