-29.5%
ZBH vs UPRO
+133.2%
-162.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.7% |
| 7D | -4.9% | -1.3% | -3.6% | -4.7% |
| 30D | -3.2% | -5.0% | +1.8% | -2.3% |
| 3M | +5.8% | +7.5% | -1.7% | +3.8% |
| 6M | +2.0% | +33.2% | -31.3% | -4.9% |
| YTD | +5.8% | +27.7% | -21.9% | -0.8% |
| 1Y | -7.9% | +43.0% | -51.0% | -16.1% |
| 3Y | -19.4% | +224.4% | -243.8% | -43.0% |
| 5Y | -29.5% | +135.9% | -165.4% | -49.9% |
| All | -29.5% | +133.2% | -162.7% | -49.9% |
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