+123.7%
XRT vs UPRO
+1,152.9%
-1,029.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.6% |
| 7D | -0.3% | +1.5% | -1.7% | -0.8% |
| 30D | -5.6% | -3.7% | -1.9% | -4.4% |
| 3M | +2.5% | +8.0% | -5.4% | -0.8% |
| 6M | +3.7% | +38.7% | -35.0% | -8.9% |
| YTD | +1.0% | +29.5% | -28.6% | -9.3% |
| 1Y | -1.2% | +46.1% | -47.3% | -15.3% |
| 3Y | +43.4% | +229.1% | -185.7% | -12.9% |
| 5Y | -0.7% | +136.0% | -136.7% | -36.5% |
| 10Y | +123.7% | +1,155.3% | -1,031.6% | -34.1% |
| All | +123.7% | +1,152.9% | -1,029.2% | -34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling