+487.3%
ZS vs UPRO
+501.9%
-14.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -2.2% |
| 7D | -13.7% | -3.8% | -9.9% | -12.4% |
| 30D | -14.2% | -8.9% | -5.3% | -11.0% |
| 3M | +8.5% | -7.4% | +16.0% | +11.8% |
| 6M | +30.2% | +1.6% | +28.6% | +28.0% |
| YTD | -13.8% | +23.2% | -37.0% | -22.8% |
| 1Y | -41.5% | +21.2% | -62.8% | -47.4% |
| 3Y | +10.7% | +230.8% | -220.1% | -37.3% |
| 5Y | -43.6% | +106.7% | -150.3% | -63.4% |
| All | +487.3% | +501.9% | -14.7% | +139.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling