+1,612.0%
AXP vs UPRO
+12,035.6%
-10,423.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -13.2% | +10.9% | +3.1% |
| 7D | +0.4% | -14.4% | +14.8% | +6.4% |
| 30D | +7.0% | -18.2% | +25.3% | +15.5% |
| 3M | -6.6% | -16.4% | +9.8% | -0.3% |
| 6M | +3.5% | -2.6% | +6.1% | +2.8% |
| YTD | -11.2% | +11.1% | -22.3% | -17.1% |
| 1Y | -10.2% | +11.8% | -21.9% | -16.6% |
| 3Y | +120.0% | +209.9% | -89.9% | +27.3% |
| 5Y | +95.6% | +80.9% | +14.7% | +29.2% |
| 10Y | +468.1% | +1,134.2% | -666.1% | +41.0% |
| All | +1,612.0% | +12,035.6% | -10,423.7% | +10.6% |
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