+15.0%
FXI vs UPRO
+1,162.5%
-1,147.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -0.9% |
| 7D | -2.8% | -1.3% | -1.5% | -2.5% |
| 30D | -5.3% | -5.0% | -0.3% | -4.1% |
| 3M | +0.3% | +7.5% | -7.2% | -2.0% |
| 6M | -4.6% | +33.2% | -37.8% | -12.3% |
| YTD | -9.1% | +27.7% | -36.8% | -15.7% |
| 1Y | -12.0% | +43.0% | -55.0% | -20.9% |
| 3Y | +38.6% | +224.4% | -185.8% | -4.5% |
| 5Y | -6.6% | +135.9% | -142.4% | -34.5% |
| 10Y | +15.0% | +1,232.5% | -1,217.5% | -61.4% |
| All | +15.0% | +1,162.5% | -1,147.5% | -61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling