+649.4%
AG vs UPRO
+13,348.2%
-12,698.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -2.4% |
| 7D | -4.0% | -3.8% | -0.3% | -3.1% |
| 30D | -13.1% | -8.9% | -4.2% | -10.5% |
| 3M | -22.0% | -7.4% | -14.6% | -20.1% |
| 6M | -37.3% | +1.6% | -38.8% | -37.1% |
| YTD | -11.2% | +23.2% | -34.3% | -15.9% |
| 1Y | +23.9% | +21.2% | +2.7% | +18.2% |
| 3Y | +225.1% | +230.8% | -5.7% | +123.8% |
| 5Y | +7.7% | +106.7% | -98.9% | -21.0% |
| 10Y | +86.9% | +1,125.0% | -1,038.1% | -38.7% |
| All | +649.4% | +13,348.2% | -12,698.8% | -38.4% |
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 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