-6.7%
AXP vs UPRO
+29.4%
-36.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.9% | -2.7% | +0.7% |
| 7D | +4.6% | -2.6% | +7.2% | +5.4% |
| 30D | +9.7% | -4.3% | +14.0% | +11.1% |
| 3M | -3.8% | -4.3% | +0.5% | -2.7% |
| 6M | +4.8% | +14.7% | -9.9% | -1.3% |
| YTD | -9.1% | +28.0% | -37.1% | -17.4% |
| 1Y | -6.7% | +29.8% | -36.5% | -15.7% |
| All | -6.7% | +29.4% | -36.1% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling