+438.2%
FISV vs UPRO
+13,208.7%
-12,770.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.4% |
| 7D | -2.0% | +9.7% | -11.6% | -4.9% |
| 30D | +31.8% | -9.8% | +41.6% | +35.2% |
| 3M | +19.3% | -9.1% | +28.4% | +22.0% |
| 6M | +12.1% | +0.9% | +11.2% | +9.5% |
| YTD | -8.4% | +21.9% | -30.3% | -16.4% |
| 1Y | -4.5% | +19.8% | -24.3% | -12.5% |
| 3Y | -49.4% | +227.4% | -276.8% | -68.8% |
| 5Y | -39.0% | +100.1% | -139.1% | -59.2% |
| 10Y | +22.3% | +1,112.3% | -1,090.0% | -62.4% |
| All | +438.2% | +13,208.7% | -12,770.5% | -29.6% |
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