+414.5%
ZS vs UPRO
+544.1%
-129.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.0% |
| 7D | -7.8% | +0.1% | -7.9% | -7.8% |
| 30D | +5.0% | -0.9% | +5.9% | +5.6% |
| 3M | +25.5% | +1.9% | +23.6% | +23.9% |
| 6M | +8.7% | +33.1% | -24.4% | -5.3% |
| YTD | -24.5% | +31.8% | -56.3% | -34.0% |
| 1Y | -36.7% | +48.3% | -85.0% | -47.6% |
| 3Y | +7.2% | +221.5% | -214.3% | -38.4% |
| 5Y | -40.9% | +136.7% | -177.7% | -63.3% |
| All | +414.5% | +544.1% | -129.5% | +104.9% |
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