+40.6%
MDT vs UPRO
+1,162.5%
-1,122.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.2% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | +2.8% | -5.0% | +7.8% | +4.0% |
| 3M | +13.1% | +7.5% | +5.6% | +10.5% |
| 6M | +2.3% | +33.2% | -30.9% | -5.9% |
| YTD | -2.7% | +27.7% | -30.4% | -9.9% |
| 1Y | +0.9% | +43.0% | -42.2% | -9.8% |
| 3Y | +26.8% | +224.4% | -197.6% | -14.0% |
| 5Y | -19.5% | +135.9% | -155.3% | -44.7% |
| 10Y | +40.6% | +1,232.5% | -1,191.9% | -51.1% |
| All | +40.6% | +1,162.5% | -1,122.0% | -51.1% |
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