+1,647.7%
AJG vs UPRO
+13,844.7%
-12,197.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.4% | -2.5% |
| 7D | -7.4% | -1.3% | -6.1% | -7.1% |
| 30D | -3.0% | -5.0% | +2.1% | -1.7% |
| 3M | +12.8% | +7.5% | +5.4% | +9.9% |
| 6M | +12.8% | +33.2% | -20.4% | +3.1% |
| YTD | -4.7% | +27.7% | -32.5% | -12.4% |
| 1Y | -17.2% | +43.0% | -60.2% | -26.6% |
| 3Y | +10.2% | +224.4% | -214.3% | -26.5% |
| 5Y | +76.9% | +135.9% | -58.9% | +20.3% |
| 10Y | +480.5% | +1,232.5% | -752.0% | +107.3% |
| All | +1,647.7% | +13,844.7% | -12,197.1% | +196.9% |
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