+403.3%
ZS vs UPRO
+524.2%
-120.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +3.2% |
| 7D | -3.8% | -1.3% | -2.5% | -3.3% |
| 30D | -6.0% | -5.0% | -1.0% | -3.8% |
| 3M | +32.0% | +7.5% | +24.5% | +27.4% |
| 6M | +2.1% | +33.2% | -31.1% | -10.9% |
| YTD | -26.2% | +27.7% | -53.9% | -34.6% |
| 1Y | -41.2% | +43.0% | -84.2% | -50.5% |
| 3Y | +3.3% | +224.4% | -221.1% | -40.8% |
| 5Y | -40.7% | +135.9% | -176.6% | -63.0% |
| All | +403.3% | +524.2% | -120.8% | +103.1% |
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 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