+3.2%
AVTR vs UPRO
+536.7%
-533.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +12.1% | -0.9% | +12.9% | +12.4% |
| 3M | +57.2% | +1.9% | +55.3% | +54.9% |
| 6M | +73.1% | +33.1% | +40.0% | +54.5% |
| YTD | +30.6% | +31.8% | -1.2% | +16.9% |
| 1Y | +13.5% | +48.3% | -34.8% | -3.0% |
| 3Y | -31.0% | +221.5% | -252.5% | -57.3% |
| 5Y | -63.2% | +136.7% | -200.0% | -76.7% |
| All | +3.2% | +536.7% | -533.4% | -58.6% |
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