+91.6%
AMGN vs UPRO
+230.4%
-138.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +1.5% | +9.7% | -8.2% | -0.2% |
| 30D | +13.1% | -9.8% | +22.9% | +14.8% |
| 3M | +12.9% | -9.1% | +22.0% | +14.4% |
| 6M | +40.8% | +0.9% | +39.9% | +39.5% |
| YTD | +45.6% | +21.9% | +23.7% | +38.9% |
| 1Y | +42.7% | +19.8% | +23.0% | +36.4% |
| All | +91.6% | +230.4% | -138.8% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling