+1,088.8%
ATI vs UPRO
+136.1%
+952.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.9% |
| 7D | +3.2% | +1.5% | +1.7% | +2.5% |
| 30D | -9.0% | -3.7% | -5.3% | -7.6% |
| 3M | +15.1% | +8.0% | +7.1% | +11.0% |
| 6M | +38.1% | +38.7% | -0.5% | +19.9% |
| YTD | +80.7% | +29.5% | +51.1% | +60.6% |
| 1Y | +167.5% | +46.1% | +121.4% | +125.9% |
| 3Y | +366.0% | +229.1% | +136.9% | +179.0% |
| 5Y | +1,088.8% | +136.0% | +952.8% | +608.9% |
| All | +1,088.8% | +136.1% | +952.6% | +608.9% |
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