+92.3%
MGY vs UPRO
+128.3%
-36.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | +1.8% | -6.0% | +7.8% | +3.6% |
| 30D | +6.5% | -5.8% | +12.3% | +8.2% |
| 3M | +0.3% | +10.8% | -10.5% | -3.8% |
| 6M | -2.4% | +31.6% | -34.0% | -12.8% |
| YTD | +29.0% | +25.4% | +3.6% | +16.5% |
| 1Y | +17.0% | +39.2% | -22.2% | +1.4% |
| 3Y | +26.2% | +218.5% | -192.4% | -21.7% |
| 5Y | +92.3% | +137.1% | -44.7% | +27.8% |
| All | +92.3% | +128.3% | -36.0% | +27.8% |
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