+40.9%
MCO vs UPRO
+212.7%
-171.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.9% |
| 7D | -7.3% | -6.0% | -1.3% | -5.5% |
| 30D | -1.7% | -5.8% | +4.1% | +0.1% |
| 3M | +3.9% | +10.8% | -6.9% | 0.0% |
| 6M | +3.8% | +31.6% | -27.8% | -6.6% |
| YTD | -7.9% | +25.4% | -33.3% | -15.9% |
| 1Y | -6.8% | +39.2% | -46.1% | -18.6% |
| All | +40.9% | +212.7% | -171.8% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling