+102.4%
FN vs UPRO
+210.8%
-108.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.8% | +10.8% | +11.0% |
| 7D | 0.0% | -8.7% | +8.6% | +7.2% |
| 30D | -34.3% | -16.9% | -17.4% | -24.0% |
| 3M | -39.9% | -15.3% | -24.6% | -31.4% |
| 6M | -51.8% | -5.7% | -46.1% | -48.9% |
| YTD | -28.1% | +12.1% | -40.2% | -32.5% |
| 1Y | -29.1% | +16.4% | -45.5% | -34.6% |
| 3Y | +102.4% | +210.5% | -108.1% | 0.0% |
| All | +102.4% | +210.8% | -108.4% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling