-63.5%
AVTR vs UPRO
+136.1%
-199.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.4% |
| 7D | +7.4% | +1.5% | +5.9% | +6.9% |
| 30D | +12.2% | -3.7% | +15.9% | +13.6% |
| 3M | +57.4% | +8.0% | +49.4% | +52.2% |
| 6M | +86.7% | +38.7% | +48.0% | +65.3% |
| YTD | +33.1% | +29.5% | +3.5% | +20.5% |
| 1Y | +16.1% | +46.1% | -29.9% | +0.7% |
| 3Y | -24.6% | +229.1% | -253.7% | -52.1% |
| 5Y | -63.5% | +136.0% | -199.5% | -76.1% |
| All | -63.5% | +136.1% | -199.6% | -76.1% |
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 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