+20.2%
MRSH vs UPRO
+137.8%
-117.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.7% | -0.7% |
| 7D | -4.8% | -2.5% | -2.2% | -4.3% |
| 30D | -6.3% | -4.2% | -2.1% | -5.6% |
| 3M | +5.8% | +8.1% | -2.2% | +3.8% |
| 6M | +2.8% | +35.2% | -32.4% | -4.4% |
| YTD | -3.1% | +28.4% | -31.6% | -9.2% |
| 1Y | -11.3% | +39.3% | -50.5% | -18.7% |
| 3Y | -5.0% | +219.9% | -224.9% | -32.9% |
| All | +20.2% | +137.8% | -117.6% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling