-42.3%
ZS vs UPRO
+136.1%
-178.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -3.7% |
| 7D | -9.2% | +1.5% | -10.7% | -9.9% |
| 30D | -4.0% | -3.7% | -0.3% | -1.7% |
| 3M | +25.3% | +8.0% | +17.3% | +19.0% |
| 6M | -1.3% | +38.7% | -39.9% | -20.3% |
| YTD | -28.0% | +29.5% | -57.6% | -39.7% |
| 1Y | -42.5% | +46.1% | -88.6% | -55.6% |
| 3Y | +0.7% | +229.1% | -228.4% | -57.5% |
| 5Y | -42.3% | +136.0% | -178.3% | -71.4% |
| All | -42.3% | +136.1% | -178.4% | -71.4% |
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