+1,280.3%
MO vs UPRO
+13,044.5%
-11,764.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.1% |
| 7D | +3.3% | +7.4% | -4.1% | +2.1% |
| 30D | +7.5% | -7.9% | +15.4% | +8.6% |
| 3M | +22.8% | -12.0% | +34.8% | +24.7% |
| 6M | +13.4% | -2.0% | +15.3% | +12.3% |
| YTD | +43.0% | +20.4% | +22.6% | +35.9% |
| 1Y | +45.2% | +24.5% | +20.7% | +37.1% |
| 3Y | +145.5% | +224.4% | -78.8% | +85.2% |
| 5Y | +157.1% | +97.6% | +59.4% | +100.8% |
| 10Y | +153.3% | +1,097.3% | -944.0% | +21.6% |
| All | +1,280.3% | +13,044.5% | -11,764.2% | +297.6% |
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 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