+18,240.6%
FIX vs UPRO
+14,289.1%
+3,951.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.5% |
| 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% | -0.5% |
| YTD | +72.8% | +31.8% | +41.0% | +53.0% |
| 1Y | +122.9% | +48.3% | +74.6% | +88.1% |
| 3Y | +774.3% | +221.5% | +552.8% | +418.9% |
| 5Y | +2,049.5% | +136.7% | +1,912.7% | +1,213.4% |
| 10Y | +5,821.5% | +1,179.2% | +4,642.3% | +1,241.7% |
| All | +18,240.6% | +14,289.1% | +3,951.6% | +1,047.7% |
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