+1,139.1%
MRSH vs UPRO
+13,844.7%
-12,705.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.7% |
| 7D | -5.9% | -1.3% | -4.5% | -5.5% |
| 30D | -7.3% | -5.0% | -2.3% | -6.1% |
| 3M | +7.4% | +7.5% | -0.1% | +4.6% |
| 6M | -0.7% | +33.2% | -33.9% | -9.7% |
| YTD | -3.2% | +27.7% | -30.9% | -11.3% |
| 1Y | -10.6% | +43.0% | -53.6% | -21.1% |
| 3Y | -4.6% | +224.4% | -229.0% | -37.5% |
| 5Y | +19.3% | +135.9% | -116.6% | -20.4% |
| 10Y | +217.3% | +1,232.5% | -1,015.3% | +3.4% |
| All | +1,139.1% | +13,844.7% | -12,705.6% | +71.7% |
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