+86.7%
AXON vs UPRO
+104.9%
-18.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.9% | +0.3% | +2.7% |
| 7D | -25.6% | -3.8% | -21.9% | -24.6% |
| 30D | -23.9% | -8.9% | -15.0% | -21.2% |
| 3M | -50.4% | -7.4% | -43.0% | -49.0% |
| 6M | -20.0% | +1.6% | -21.6% | -21.0% |
| YTD | -44.5% | +23.2% | -67.6% | -49.5% |
| 1Y | -44.9% | +21.2% | -66.1% | -49.7% |
| 3Y | +44.7% | +230.8% | -186.1% | -16.6% |
| 5Y | +86.7% | +106.7% | -20.0% | +23.0% |
| All | +86.7% | +104.9% | -18.2% | +23.0% |
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