-41.0%
FIS vs UPRO
+46.2%
-87.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.7% | -4.2% | -5.7% |
| 7D | -3.5% | +1.5% | -4.9% | -3.6% |
| 30D | -7.8% | -3.7% | -4.1% | -7.4% |
| 3M | +0.8% | +8.0% | -7.1% | -0.1% |
| 6M | -21.9% | +38.7% | -60.6% | -26.2% |
| YTD | -39.5% | +29.5% | -69.0% | -41.6% |
| 1Y | -41.0% | +46.1% | -87.1% | -45.4% |
| All | -41.0% | +46.2% | -87.2% | -45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling