+7.6%
MOS vs UPRO
+1,093.1%
-1,085.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +21.6% | -8.7% | +30.3% | +25.2% |
| 30D | +12.0% | -16.9% | +28.9% | +19.1% |
| 3M | -3.9% | -15.3% | +11.4% | +1.1% |
| 6M | -3.3% | -5.7% | +2.4% | -2.8% |
| YTD | -4.6% | +12.1% | -16.7% | -11.2% |
| 1Y | -7.0% | +16.4% | -23.4% | -15.0% |
| 3Y | -24.4% | +210.5% | -235.0% | -56.4% |
| 5Y | -32.1% | +82.4% | -114.5% | -56.0% |
| All | +7.6% | +1,093.1% | -1,085.4% | -74.9% |
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 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