+199.6%
AMGN vs UPRO
+1,226.0%
-1,026.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.8% |
| 7D | -13.9% | -6.0% | -7.9% | -12.7% |
| 30D | -7.1% | -5.8% | -1.4% | -5.9% |
| 3M | +13.9% | +10.8% | +3.1% | +11.0% |
| 6M | +3.2% | +31.6% | -28.3% | -3.7% |
| YTD | +19.2% | +25.4% | -6.1% | +12.2% |
| 1Y | +41.1% | +39.2% | +1.9% | +29.3% |
| 3Y | +61.3% | +218.5% | -157.2% | +16.7% |
| 5Y | +109.1% | +137.1% | -28.0% | +50.8% |
| All | +199.6% | +1,226.0% | -1,026.5% | -0.9% |
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 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