+461.6%
XLU vs UPRO
+14,044.6%
-13,583.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | +2.1% | +1.5% | +0.6% | +1.8% |
| 30D | -0.4% | -3.7% | +3.3% | +0.3% |
| 3M | +0.5% | +8.0% | -7.5% | -1.5% |
| 6M | -5.8% | +38.7% | -44.4% | -12.6% |
| YTD | +3.1% | +29.5% | -26.4% | -3.3% |
| 1Y | +8.1% | +46.1% | -38.0% | -1.4% |
| 3Y | +50.5% | +229.1% | -178.6% | +11.2% |
| 5Y | +44.7% | +136.0% | -91.3% | +7.7% |
| 10Y | +136.8% | +1,155.3% | -1,018.4% | +8.1% |
| All | +461.6% | +14,044.6% | -13,583.0% | +30.2% |
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