+514.9%
MKSI vs UPRO
+1,258.3%
-743.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +0.6% |
| 7D | +2.7% | -2.5% | +5.2% | +4.3% |
| 30D | -12.8% | -4.2% | -8.6% | -10.6% |
| 3M | -22.5% | +8.1% | -30.6% | -25.5% |
| 6M | +19.4% | +35.2% | -15.8% | +0.4% |
| YTD | +67.7% | +28.4% | +39.3% | +45.5% |
| 1Y | +131.4% | +39.3% | +92.1% | +92.0% |
| 3Y | +197.3% | +219.9% | -22.6% | +55.5% |
| 5Y | +87.0% | +142.8% | -55.9% | +5.7% |
| All | +514.9% | +1,258.3% | -743.4% | +8.4% |
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