+942.0%
MRK vs UPRO
+13,044.5%
-12,102.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.8% |
| 7D | +0.7% | +7.4% | -6.7% | -0.8% |
| 30D | +0.3% | -7.9% | +8.2% | +1.6% |
| 3M | +9.7% | -12.0% | +21.7% | +12.0% |
| 6M | +32.0% | -2.0% | +33.9% | +31.1% |
| YTD | +43.3% | +20.4% | +22.9% | +35.7% |
| 1Y | +63.7% | +24.5% | +39.2% | +53.8% |
| 3Y | +58.0% | +224.4% | -166.4% | +16.1% |
| 5Y | +105.0% | +97.6% | +7.4% | +56.2% |
| 10Y | +228.6% | +1,097.3% | -868.7% | +34.5% |
| All | +942.0% | +13,044.5% | -12,102.5% | +103.0% |
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