+143.3%
FN vs UPRO
+80.0%
+63.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -13.2% | -1.1% | -7.0% |
| 7D | -16.0% | -14.4% | -1.6% | -8.2% |
| 30D | -40.1% | -18.2% | -21.9% | -32.7% |
| 3M | -43.9% | -16.4% | -27.5% | -37.6% |
| 6M | -55.6% | -2.6% | -53.0% | -54.2% |
| YTD | -35.7% | +11.1% | -46.8% | -37.8% |
| 1Y | -39.8% | +11.8% | -51.6% | -41.6% |
| 3Y | +80.3% | +209.9% | -129.6% | +12.6% |
| 5Y | +143.3% | +80.9% | +62.4% | +68.1% |
| All | +143.3% | +80.0% | +63.3% | +68.1% |
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 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