+78.4%
MMM vs UPRO
+1,130.0%
-1,051.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -1.4% |
| 7D | -2.6% | -3.8% | +1.2% | -1.8% |
| 30D | +17.4% | -8.9% | +26.2% | +20.1% |
| 3M | +3.6% | -7.4% | +11.0% | +5.3% |
| 6M | +33.0% | +1.6% | +31.5% | +30.9% |
| YTD | +19.6% | +23.2% | -3.5% | +10.7% |
| 1Y | +14.0% | +21.2% | -7.2% | +5.8% |
| 3Y | +164.3% | +230.8% | -66.5% | +76.7% |
| 5Y | +49.3% | +106.7% | -57.3% | +6.1% |
| 10Y | +78.4% | +1,125.0% | -1,046.7% | -36.6% |
| All | +78.4% | +1,130.0% | -1,051.7% | -36.6% |
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