+3.9%
AFRM vs UPRO
-3.6%
+7.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.9% |
| 7D | -7.3% | -8.7% | +1.4% | -1.1% |
| 30D | -9.6% | -16.9% | +7.3% | +4.6% |
| 3M | -11.1% | -15.3% | +4.2% | +1.5% |
| 6M | +3.9% | -5.7% | +9.6% | +8.5% |
| All | +3.9% | -3.6% | +7.4% | +8.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling