-67.2%
ZM vs UPRO
+136.1%
-203.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.7% | -3.1% | -4.1% |
| 7D | +1.6% | +1.5% | +0.2% | +1.0% |
| 30D | -7.7% | -3.7% | -4.0% | -6.1% |
| 3M | -4.7% | +8.0% | -12.6% | -8.3% |
| 6M | +24.4% | +38.7% | -14.2% | +6.1% |
| YTD | +11.8% | +29.5% | -17.8% | -2.0% |
| 1Y | +13.4% | +46.1% | -32.7% | -6.5% |
| 3Y | +33.8% | +229.1% | -195.3% | -32.9% |
| 5Y | -67.2% | +136.0% | -203.2% | -82.8% |
| All | -67.2% | +136.1% | -203.3% | -82.8% |
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