+996.8%
ATI vs UPRO
+1,064.0%
-67.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -0.6% |
| 7D | +1.3% | -2.9% | +4.2% | +2.4% |
| 30D | -4.8% | -12.4% | +7.7% | +1.3% |
| 3M | -19.9% | -11.9% | -8.1% | -15.4% |
| 6M | +15.4% | -1.7% | +17.0% | +15.1% |
| YTD | +59.2% | +18.5% | +40.7% | +44.4% |
| 1Y | +86.3% | +17.5% | +68.8% | +69.3% |
| 3Y | +318.2% | +218.4% | +99.9% | +123.6% |
| 5Y | +958.6% | +99.1% | +859.5% | +529.7% |
| 10Y | +996.8% | +1,071.1% | -74.3% | +62.3% |
| All | +996.8% | +1,064.0% | -67.2% | +62.3% |
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