+69.8%
XLI vs UPRO
+218.6%
-148.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.1% |
| 7D | -0.6% | -1.3% | +0.7% | -0.2% |
| 30D | -6.9% | -5.0% | -1.9% | -5.5% |
| 3M | -1.9% | +7.5% | -9.4% | -4.4% |
| 6M | +1.0% | +33.2% | -32.2% | -8.3% |
| YTD | +11.3% | +27.7% | -16.4% | +2.1% |
| 1Y | +15.8% | +43.0% | -27.2% | +2.2% |
| All | +69.8% | +218.6% | -148.8% | +12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling