+124.8%
AA vs UPRO
+1,152.9%
-1,028.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.4% |
| 7D | +1.7% | +1.5% | +0.2% | +0.8% |
| 30D | +3.3% | -3.7% | +7.0% | +5.2% |
| 3M | -29.4% | +8.0% | -37.4% | -32.6% |
| 6M | -12.8% | +38.7% | -51.5% | -27.6% |
| YTD | -2.1% | +29.5% | -31.7% | -15.9% |
| 1Y | +62.8% | +46.1% | +16.7% | +31.5% |
| 3Y | +90.5% | +229.1% | -138.6% | -3.2% |
| 5Y | +19.1% | +136.0% | -116.9% | -34.7% |
| 10Y | +124.8% | +1,155.3% | -1,030.5% | -59.4% |
| All | +124.8% | +1,152.9% | -1,028.2% | -59.4% |
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 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