-43.6%
ZS vs UPRO
+104.9%
-148.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -2.8% |
| 7D | -13.7% | -3.8% | -9.9% | -12.1% |
| 30D | -14.2% | -8.9% | -5.3% | -9.9% |
| 3M | +8.5% | -7.4% | +16.0% | +12.8% |
| 6M | +30.2% | +1.6% | +28.6% | +26.8% |
| YTD | -13.8% | +23.2% | -37.0% | -26.4% |
| 1Y | -41.5% | +21.2% | -62.8% | -49.8% |
| 3Y | +10.7% | +230.8% | -220.1% | -54.1% |
| 5Y | -43.6% | +106.7% | -150.3% | -70.4% |
| All | -43.6% | +104.9% | -148.5% | -70.4% |
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 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