+573.9%
AZN vs UPRO
+14,044.7%
-13,470.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.3% |
| 7D | -1.5% | +1.5% | -3.0% | -1.8% |
| 30D | -0.9% | -3.7% | +2.9% | -0.1% |
| 3M | -11.8% | +8.0% | -19.8% | -13.7% |
| 6M | -17.6% | +38.7% | -56.3% | -23.8% |
| YTD | -12.0% | +29.5% | -41.6% | -17.6% |
| 1Y | -0.9% | +46.1% | -47.0% | -9.8% |
| 3Y | +23.7% | +229.1% | -205.4% | -9.6% |
| 5Y | +54.5% | +136.0% | -81.5% | +13.6% |
| 10Y | +218.2% | +1,155.3% | -937.1% | +30.7% |
| All | +573.9% | +14,044.7% | -13,470.8% | +30.8% |
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