+124.5%
AMT vs UPRO
+1,163.1%
-1,038.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.0% | -6.8% | -1.4% |
| 7D | +0.4% | -0.9% | +1.3% | +0.3% |
| 30D | +3.7% | -11.4% | +15.1% | +5.9% |
| 3M | +10.7% | -10.9% | +21.6% | +12.9% |
| 6M | +9.3% | -0.5% | +9.8% | +7.9% |
| YTD | +10.9% | +19.9% | -8.9% | +4.3% |
| 1Y | +10.5% | +24.2% | -13.7% | +2.9% |
| 3Y | +15.5% | +236.9% | -221.4% | -21.8% |
| 5Y | -20.6% | +96.6% | -117.1% | -42.1% |
| 10Y | +124.5% | +1,091.6% | -967.0% | -11.5% |
| All | +124.5% | +1,163.1% | -1,038.6% | -11.5% |
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