+634.6%
XYZ vs UPRO
+1,064.0%
-429.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.2% | -2.6% |
| 7D | +12.6% | -2.9% | +15.5% | +14.3% |
| 30D | +10.8% | -12.4% | +23.2% | +19.8% |
| 3M | +8.4% | -11.9% | +20.2% | +16.7% |
| 6M | +14.3% | -1.7% | +16.0% | +13.6% |
| YTD | +31.5% | +18.5% | +12.9% | +15.3% |
| 1Y | +28.1% | +17.5% | +10.6% | +12.7% |
| 3Y | +66.2% | +218.4% | -152.2% | -27.9% |
| 5Y | -62.3% | +99.1% | -161.5% | -78.2% |
| 10Y | +634.6% | +1,071.1% | -436.5% | +23.4% |
| All | +634.6% | +1,064.0% | -429.4% | +23.4% |
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