+147.1%
AMAT vs UPRO
+95.9%
+51.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.0% |
| 7D | +11.4% | +7.4% | +3.9% | +6.7% |
| 30D | -17.0% | -7.9% | -9.2% | -12.1% |
| 3M | -30.6% | -12.0% | -18.6% | -24.5% |
| 6M | -14.9% | -2.0% | -13.0% | -12.7% |
| YTD | +44.7% | +20.4% | +24.3% | +31.4% |
| 1Y | +66.9% | +24.5% | +42.4% | +48.7% |
| 3Y | +153.3% | +224.4% | -71.1% | +24.4% |
| All | +147.1% | +95.9% | +51.2% | +52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling