+1,157.0%
FTI vs UPRO
+133.2%
+1,023.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | 0.0% |
| 7D | -2.3% | -1.3% | -1.0% | -1.9% |
| 30D | +5.0% | -5.0% | +10.1% | +6.8% |
| 3M | +13.8% | +7.5% | +6.3% | +10.2% |
| 6M | +22.9% | +33.2% | -10.3% | +9.4% |
| YTD | +75.0% | +27.7% | +47.3% | +57.7% |
| 1Y | +96.9% | +43.0% | +53.8% | +69.2% |
| 3Y | +276.7% | +224.4% | +52.3% | +136.1% |
| 5Y | +1,157.0% | +135.9% | +1,021.2% | +734.4% |
| All | +1,157.0% | +133.2% | +1,023.9% | +734.4% |
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 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