+289.3%
FN vs UPRO
+137.3%
+152.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.8% |
| 7D | -1.7% | +0.1% | -1.7% | -1.8% |
| 30D | -22.0% | -0.9% | -21.1% | -21.5% |
| 3M | -43.0% | +1.9% | -44.9% | -43.2% |
| 6M | -27.7% | +33.1% | -60.9% | -37.3% |
| YTD | -10.5% | +31.8% | -42.3% | -21.7% |
| 1Y | +12.5% | +48.3% | -35.8% | -6.6% |
| 3Y | +153.8% | +221.5% | -67.7% | +50.5% |
| All | +289.3% | +137.3% | +152.0% | +140.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling