+90.8%
FOXA vs UPRO
+574.7%
-483.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.1% |
| 7D | -4.0% | +0.1% | -4.0% | -4.0% |
| 30D | +12.0% | -0.9% | +12.9% | +12.2% |
| 3M | +0.3% | +1.9% | -1.7% | -1.1% |
| 6M | +12.5% | +33.1% | -20.6% | +2.8% |
| YTD | -9.6% | +31.8% | -41.4% | -17.4% |
| 1Y | +8.6% | +48.3% | -39.7% | -4.3% |
| 3Y | +118.5% | +221.5% | -102.9% | +48.3% |
| 5Y | +88.8% | +136.7% | -48.0% | +29.8% |
| All | +90.8% | +574.7% | -483.8% | -20.4% |
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