+45.8%
AMZN vs UPRO
+136.1%
-90.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.3% |
| 7D | +0.8% | +1.5% | -0.7% | 0.0% |
| 30D | -6.4% | -3.7% | -2.7% | -4.7% |
| 3M | +4.8% | +8.0% | -3.2% | +0.3% |
| 6M | +20.5% | +38.7% | -18.1% | +0.8% |
| YTD | +11.3% | +29.5% | -18.2% | -4.0% |
| 1Y | +9.0% | +46.1% | -37.1% | -12.0% |
| 3Y | +85.9% | +229.1% | -143.2% | -7.4% |
| 5Y | +45.8% | +136.0% | -90.2% | -20.7% |
| All | +45.8% | +136.1% | -90.4% | -20.7% |
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