+44.2%
XLU vs UPRO
+137.8%
-93.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.7% |
| 7D | -1.6% | -2.5% | +0.9% | -1.2% |
| 30D | -3.3% | -4.2% | +0.9% | -2.7% |
| 3M | -3.2% | +8.1% | -11.2% | -4.6% |
| 6M | -7.0% | +35.2% | -42.2% | -11.9% |
| YTD | +0.6% | +28.4% | -27.8% | -4.1% |
| 1Y | +2.4% | +39.3% | -36.8% | -3.9% |
| 3Y | +46.3% | +219.9% | -173.6% | +14.7% |
| All | +44.2% | +137.8% | -93.6% | +9.7% |
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