+990.8%
XLI vs UPRO
+14,289.1%
-13,298.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | -1.1% | +0.1% | -1.1% | -1.1% |
| 30D | -5.9% | -0.9% | -5.1% | -5.7% |
| 3M | -0.3% | +1.9% | -2.2% | -1.5% |
| 6M | +0.1% | +33.1% | -33.0% | -10.2% |
| YTD | +13.6% | +31.8% | -18.2% | +2.0% |
| 1Y | +17.2% | +48.3% | -31.1% | +0.5% |
| 3Y | +68.2% | +221.5% | -153.3% | +4.2% |
| 5Y | +80.7% | +136.7% | -56.0% | +13.8% |
| 10Y | +253.3% | +1,179.2% | -925.9% | -2.5% |
| All | +990.8% | +14,289.1% | -13,298.3% | -1.8% |
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