+5.9%
AFRM vs UPRO
+29.4%
-23.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.9% | +0.2% | +0.9% |
| 7D | +3.1% | -2.6% | +5.7% | +5.2% |
| 30D | +1.1% | -4.3% | +5.4% | +4.9% |
| 3M | -3.2% | -4.3% | +1.1% | +0.5% |
| 6M | +12.7% | +14.7% | -2.1% | -0.1% |
| YTD | +1.6% | +28.0% | -26.4% | -17.3% |
| 1Y | +5.9% | +29.8% | -24.0% | -15.5% |
| All | +5.9% | +29.4% | -23.6% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling