-4.7%
XRT vs UPRO
+81.0%
-85.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.0% |
| 7D | +0.9% | -8.7% | +9.6% | +4.0% |
| 30D | +7.9% | -16.9% | +24.8% | +15.0% |
| 3M | -0.2% | -15.3% | +15.1% | +5.4% |
| 6M | +5.6% | -5.7% | +11.3% | +6.1% |
| YTD | +5.7% | +12.1% | -6.4% | -1.5% |
| 1Y | +14.6% | +16.4% | -1.8% | +4.9% |
| 3Y | +50.7% | +210.5% | -159.9% | -13.3% |
| All | -4.7% | +81.0% | -85.7% | -36.6% |
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