+730.1%
AMT vs UPRO
+12,137.2%
-11,407.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.9% |
| 7D | +0.5% | -8.7% | +9.2% | +2.5% |
| 30D | +13.6% | -16.9% | +30.5% | +18.2% |
| 3M | +11.5% | -15.3% | +26.7% | +15.3% |
| 6M | +6.9% | -5.7% | +12.6% | +6.8% |
| YTD | +10.8% | +12.1% | -1.3% | +5.3% |
| 1Y | +10.3% | +16.4% | -6.1% | +3.6% |
| 3Y | +12.4% | +210.5% | -198.1% | -24.0% |
| 5Y | -20.1% | +82.4% | -102.5% | -41.7% |
| 10Y | +116.8% | +1,144.5% | -1,027.7% | -22.3% |
| All | +730.1% | +12,137.2% | -11,407.1% | +28.1% |
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