+56.4%
AZN vs UPRO
+128.3%
-72.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.0% |
| 7D | -3.1% | -6.0% | +2.9% | -2.3% |
| 30D | +0.6% | -5.8% | +6.3% | +1.4% |
| 3M | -10.8% | +10.8% | -21.6% | -12.4% |
| 6M | -18.1% | +31.6% | -49.7% | -21.9% |
| YTD | -12.3% | +25.4% | -37.7% | -15.8% |
| 1Y | -0.2% | +39.2% | -39.4% | -5.9% |
| 3Y | +23.4% | +218.5% | -195.2% | -0.7% |
| 5Y | +56.4% | +137.1% | -80.7% | +23.9% |
| All | +56.4% | +128.3% | -72.0% | +23.9% |
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