-89.7%
AMIX vs UPRO
+19.6%
-109.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +9.9% | +10.6% |
| 7D | +11.4% | -2.9% | +14.3% | +12.3% |
| 30D | -40.5% | -12.4% | -28.1% | -28.3% |
| 3M | -80.1% | -11.9% | -68.2% | -76.8% |
| 6M | -74.8% | -1.7% | -73.2% | -71.5% |
| YTD | -84.0% | +18.5% | -102.5% | -82.7% |
| 1Y | -89.7% | +17.5% | -107.2% | -88.9% |
| All | -89.7% | +19.6% | -109.3% | -88.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling