+621.5%
XYZ vs UPRO
+1,130.0%
-508.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -2.4% |
| 7D | -2.2% | -3.8% | +1.6% | -0.5% |
| 30D | +11.6% | -8.9% | +20.4% | +17.5% |
| 3M | +8.4% | -7.4% | +15.9% | +13.0% |
| 6M | +17.2% | +1.6% | +15.6% | +13.9% |
| YTD | +31.7% | +23.2% | +8.5% | +12.6% |
| 1Y | +30.1% | +21.2% | +8.8% | +12.0% |
| 3Y | +66.4% | +230.8% | -164.4% | -29.6% |
| 5Y | -62.2% | +106.7% | -168.8% | -78.6% |
| 10Y | +621.5% | +1,125.0% | -503.5% | +15.5% |
| All | +621.5% | +1,130.0% | -508.5% | +15.5% |
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