-20.1%
MDT vs UPRO
+136.1%
-156.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.6% |
| 7D | +0.4% | +1.5% | -1.1% | +0.1% |
| 30D | +6.0% | -3.7% | +9.7% | +6.7% |
| 3M | +15.5% | +8.0% | +7.6% | +13.5% |
| 6M | +3.4% | +38.7% | -35.3% | -3.5% |
| YTD | -2.2% | +29.5% | -31.7% | -7.7% |
| 1Y | +2.6% | +46.1% | -43.5% | -5.8% |
| 3Y | +27.5% | +229.1% | -201.6% | -5.4% |
| 5Y | -20.1% | +136.0% | -156.1% | -40.3% |
| All | -20.1% | +136.1% | -156.2% | -40.3% |
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