+21.8%
MSFU vs UPRO
+230.4%
-208.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.5% |
| 7D | -4.9% | +9.7% | -14.6% | -10.8% |
| 30D | -9.1% | -9.8% | +0.7% | -3.0% |
| 3M | +8.7% | -9.1% | +17.8% | +15.5% |
| 6M | +48.3% | +0.9% | +47.4% | +46.5% |
| YTD | -1.6% | +21.9% | -23.5% | -14.6% |
| 1Y | -13.6% | +19.8% | -33.4% | -24.4% |
| All | +21.8% | +230.4% | -208.7% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling