+326.9%
AMGN vs UPRO
+1,102.3%
-775.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +1.5% | +9.7% | -8.2% | -0.6% |
| 30D | +13.1% | -9.8% | +22.9% | +15.3% |
| 3M | +12.9% | -9.1% | +22.0% | +14.8% |
| 6M | +40.8% | +0.9% | +39.9% | +39.1% |
| YTD | +45.6% | +21.9% | +23.7% | +37.3% |
| 1Y | +42.7% | +19.8% | +23.0% | +34.9% |
| 3Y | +91.2% | +227.4% | -136.2% | +37.6% |
| 5Y | +158.1% | +100.1% | +58.1% | +95.2% |
| All | +326.9% | +1,102.3% | -775.4% | +58.9% |
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