+1,315.3%
AMAT vs UPRO
+1,163.1%
+152.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +7.0% | +4.4% | +7.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.2% |
| 30D | -26.9% | -11.4% | -15.5% | -21.2% |
| 3M | -31.2% | -10.9% | -20.3% | -26.3% |
| 6M | -14.7% | -0.5% | -14.2% | -13.2% |
| YTD | +44.7% | +19.9% | +24.8% | +32.8% |
| 1Y | +62.0% | +24.2% | +37.8% | +45.8% |
| 3Y | +165.0% | +236.9% | -72.0% | +33.7% |
| 5Y | +147.1% | +96.6% | +50.5% | +54.1% |
| 10Y | +1,315.3% | +1,091.6% | +223.7% | +165.7% |
| All | +1,315.3% | +1,163.1% | +152.1% | +165.7% |
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