+372.6%
MCO vs UPRO
+1,226.0%
-853.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.8% |
| 7D | -7.3% | -6.0% | -1.3% | -5.1% |
| 30D | -1.7% | -5.8% | +4.1% | +0.5% |
| 3M | +3.9% | +10.8% | -6.9% | -0.8% |
| 6M | +3.8% | +31.6% | -27.8% | -8.3% |
| YTD | -7.9% | +25.4% | -33.3% | -17.3% |
| 1Y | -6.8% | +39.2% | -46.1% | -20.4% |
| 3Y | +40.9% | +218.5% | -177.6% | -18.2% |
| 5Y | +27.5% | +137.1% | -109.6% | -23.7% |
| All | +372.6% | +1,226.0% | -853.4% | +18.6% |
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