+664.9%
AMT vs UPRO
+14,289.1%
-13,624.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +4.6% | -0.9% | +5.5% | +4.8% |
| 3M | -8.4% | +1.9% | -10.4% | -9.6% |
| 6M | -6.0% | +33.1% | -39.1% | -13.6% |
| YTD | +2.1% | +31.8% | -29.7% | -6.2% |
| 1Y | -6.4% | +48.3% | -54.7% | -17.0% |
| 3Y | +8.1% | +221.5% | -213.4% | -27.1% |
| 5Y | -31.9% | +136.7% | -168.7% | -53.4% |
| 10Y | +97.1% | +1,179.2% | -1,082.1% | -29.1% |
| All | +664.9% | +14,289.1% | -13,624.2% | +14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling