+554.0%
XYZ vs UPRO
+1,128.4%
-574.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.2% |
| 7D | +12.1% | -8.7% | +20.8% | +18.3% |
| 30D | +12.4% | -16.9% | +29.3% | +25.4% |
| 3M | +8.2% | -15.3% | +23.4% | +19.2% |
| 6M | +20.7% | -5.7% | +26.4% | +23.4% |
| YTD | +31.3% | +12.1% | +19.2% | +19.9% |
| 1Y | +20.5% | +16.4% | +4.1% | +7.1% |
| 3Y | +72.6% | +210.5% | -137.9% | -21.7% |
| 5Y | -64.0% | +82.4% | -146.4% | -77.5% |
| 10Y | +601.8% | +1,144.5% | -542.7% | +47.0% |
| All | +554.0% | +1,128.4% | -574.4% | +28.1% |
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 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