+356.3%
AXTI vs UPRO
+95.9%
+260.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.0% |
| 7D | +7.6% | +7.4% | +0.2% | +3.1% |
| 30D | -32.1% | -7.9% | -24.2% | -26.1% |
| 3M | -46.0% | -12.0% | -34.0% | -39.2% |
| 6M | -65.7% | -2.0% | -63.7% | -63.4% |
| YTD | +155.9% | +20.4% | +135.5% | +144.0% |
| 1Y | +300.8% | +24.5% | +276.3% | +276.1% |
| 3Y | +1,981.6% | +224.4% | +1,757.2% | +1,115.6% |
| All | +356.3% | +95.9% | +260.4% | +226.7% |
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 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