+5,892.0%
FIX vs UPRO
+1,173.4%
+4,718.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.4% |
| 7D | +6.0% | +0.1% | +6.0% | +5.9% |
| 30D | -7.2% | -0.9% | -6.4% | -7.0% |
| 3M | -15.9% | +1.9% | -17.8% | -16.5% |
| 6M | +12.7% | +33.1% | -20.4% | -0.3% |
| YTD | +72.8% | +31.8% | +41.0% | +53.3% |
| 1Y | +122.9% | +48.3% | +74.6% | +88.9% |
| 3Y | +774.3% | +221.5% | +552.8% | +432.9% |
| 5Y | +2,049.5% | +136.7% | +1,912.7% | +1,252.5% |
| All | +5,892.0% | +1,173.4% | +4,718.6% | +1,524.3% |
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