+3,604.4%
FIX vs UPRO
+1,102.3%
+2,502.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.3% |
| 7D | +17.0% | +9.7% | +7.3% | +12.4% |
| 30D | -30.6% | -9.8% | -20.8% | -27.1% |
| 3M | -35.0% | -9.1% | -25.9% | -32.1% |
| 6M | -44.0% | +0.9% | -44.9% | -44.0% |
| YTD | +21.1% | +21.9% | -0.7% | +11.5% |
| 1Y | +16.3% | +19.8% | -3.5% | +8.1% |
| 3Y | +507.4% | +227.4% | +280.0% | +270.5% |
| 5Y | +1,052.1% | +100.1% | +952.0% | +679.9% |
| All | +3,604.4% | +1,102.3% | +2,502.1% | +781.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling