+82.8%
XLI vs UPRO
+136.1%
-53.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | 0.0% |
| 7D | +1.0% | +1.5% | -0.5% | +0.5% |
| 30D | -5.8% | -3.7% | -2.1% | -4.8% |
| 3M | +0.7% | +8.0% | -7.3% | -1.9% |
| 6M | +3.2% | +38.7% | -35.5% | -7.1% |
| YTD | +13.0% | +29.5% | -16.5% | +3.6% |
| 1Y | +16.8% | +46.1% | -29.3% | +3.0% |
| 3Y | +72.4% | +229.1% | -156.7% | +14.9% |
| 5Y | +82.8% | +136.0% | -53.2% | +23.4% |
| All | +82.8% | +136.1% | -53.4% | +23.4% |
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