+1,258.4%
MO vs UPRO
+13,348.2%
-12,089.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.9% | -2.5% | +0.7% |
| 7D | -0.8% | -3.8% | +3.0% | -0.4% |
| 30D | +8.0% | -8.9% | +16.8% | +9.2% |
| 3M | +20.9% | -7.4% | +28.3% | +21.8% |
| 6M | +16.3% | +1.6% | +14.8% | +14.6% |
| YTD | +40.7% | +23.2% | +17.5% | +33.3% |
| 1Y | +41.5% | +21.2% | +20.2% | +34.1% |
| 3Y | +141.5% | +230.8% | -89.3% | +81.6% |
| 5Y | +153.1% | +106.7% | +46.4% | +96.0% |
| 10Y | +149.3% | +1,125.0% | -975.7% | +19.3% |
| All | +1,258.4% | +13,348.2% | -12,089.8% | +289.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling