+804.7%
FN vs UPRO
+1,130.0%
-325.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.9% | +2.0% | +4.1% |
| 7D | +8.0% | -3.8% | +11.8% | +10.5% |
| 30D | -19.1% | -8.9% | -10.3% | -15.0% |
| 3M | -29.8% | -7.4% | -22.4% | -26.7% |
| 6M | -43.2% | +1.6% | -44.7% | -42.7% |
| YTD | -18.9% | +23.2% | -42.1% | -24.4% |
| 1Y | -17.9% | +21.2% | -39.1% | -22.4% |
| 3Y | +120.1% | +230.8% | -110.7% | +41.0% |
| 5Y | +206.7% | +106.7% | +100.0% | +115.0% |
| 10Y | +804.7% | +1,125.0% | -320.4% | +157.3% |
| All | +804.7% | +1,130.0% | -325.4% | +157.3% |
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