+10,890.0%
FIX vs UPRO
+12,035.6%
-1,145.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -13.2% | +1.6% | -5.6% |
| 7D | -27.2% | -14.4% | -12.9% | -22.1% |
| 30D | -46.9% | -18.2% | -28.7% | -41.8% |
| 3M | -44.4% | -16.4% | -28.0% | -39.8% |
| 6M | -50.9% | -2.6% | -48.3% | -50.2% |
| YTD | +3.5% | +11.1% | -7.6% | -1.0% |
| 1Y | -2.1% | +11.8% | -13.9% | -6.3% |
| 3Y | +418.7% | +209.9% | +208.8% | +215.8% |
| 5Y | +894.6% | +80.9% | +813.7% | +586.9% |
| 10Y | +3,465.5% | +1,134.2% | +2,331.3% | +723.9% |
| All | +10,890.0% | +12,035.6% | -1,145.7% | +643.1% |
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