+85.2%
AZO vs UPRO
+137.8%
-52.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | -3.6% | -2.5% | -1.0% | -3.2% |
| 30D | -5.6% | -4.2% | -1.3% | -5.0% |
| 3M | -6.6% | +8.1% | -14.7% | -8.0% |
| 6M | -22.5% | +35.2% | -57.7% | -26.7% |
| YTD | -15.2% | +28.4% | -43.6% | -19.2% |
| 1Y | -33.9% | +39.3% | -73.2% | -38.1% |
| 3Y | +11.8% | +219.9% | -208.1% | -13.8% |
| All | +85.2% | +137.8% | -52.6% | +48.1% |
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