+3,653.2%
FIX vs UPRO
+1,093.1%
+2,560.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -17.5% | -8.7% | -8.8% | -14.2% |
| 30D | -41.6% | -16.9% | -24.7% | -36.4% |
| 3M | -40.6% | -15.3% | -25.3% | -36.0% |
| 6M | -49.4% | -5.7% | -43.7% | -47.9% |
| YTD | +9.2% | +12.1% | -2.9% | +4.2% |
| 1Y | +6.5% | +16.4% | -10.0% | +0.2% |
| 3Y | +448.7% | +210.5% | +238.2% | +242.5% |
| 5Y | +948.7% | +82.4% | +866.3% | +638.4% |
| All | +3,653.2% | +1,093.1% | +2,560.1% | +729.8% |
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