+820.4%
MSCI vs UPRO
+1,130.0%
-309.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.9% | -3.2% | -0.8% |
| 7D | -1.9% | -3.8% | +1.9% | -0.9% |
| 30D | +16.5% | -8.9% | +25.3% | +19.7% |
| 3M | +18.2% | -7.4% | +25.6% | +20.6% |
| 6M | +14.0% | +1.6% | +12.4% | +11.0% |
| YTD | +16.6% | +23.2% | -6.6% | +4.2% |
| 1Y | +14.8% | +21.2% | -6.4% | +2.9% |
| 3Y | +33.3% | +230.8% | -197.5% | -26.1% |
| 5Y | +9.1% | +106.7% | -97.6% | -31.9% |
| 10Y | +820.4% | +1,125.0% | -304.6% | +118.5% |
| All | +820.4% | +1,130.0% | -309.7% | +118.5% |
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