+93.5%
FIS vs UPRO
+12,137.2%
-12,043.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.5% |
| 7D | -25.5% | -8.7% | -16.8% | -24.0% |
| 30D | -15.1% | -16.9% | +1.8% | -11.1% |
| 3M | -32.1% | -15.3% | -16.9% | -29.4% |
| 6M | -36.1% | -5.7% | -30.3% | -36.4% |
| YTD | -55.4% | +12.1% | -67.5% | -58.4% |
| 1Y | -53.9% | +16.4% | -70.3% | -57.6% |
| 3Y | -39.8% | +210.5% | -250.3% | -62.5% |
| 5Y | -71.1% | +82.4% | -153.5% | -80.0% |
| 10Y | -53.8% | +1,144.5% | -1,198.3% | -85.6% |
| All | +93.5% | +12,137.2% | -12,043.7% | -71.5% |
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