-99.9%
AMIX vs UPRO
+143.3%
-243.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.8% |
| 7D | -9.9% | +7.4% | -17.3% | -14.1% |
| 30D | -52.8% | -7.9% | -44.9% | -50.9% |
| 3M | -80.0% | -12.0% | -68.0% | -78.7% |
| 6M | -80.2% | -2.0% | -78.3% | -79.5% |
| YTD | -88.1% | +20.4% | -108.5% | -88.3% |
| 1Y | -91.1% | +24.5% | -115.6% | -91.3% |
| All | -99.9% | +143.3% | -243.3% | -100.0% |
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