+596.9%
MSI vs UPRO
+1,162.5%
-565.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.3% |
| 7D | -4.0% | -1.3% | -2.7% | -3.6% |
| 30D | -0.5% | -5.0% | +4.6% | +0.9% |
| 3M | +11.4% | +7.5% | +3.9% | +8.5% |
| 6M | +1.0% | +33.2% | -32.3% | -8.2% |
| YTD | +20.7% | +27.7% | -7.1% | +10.6% |
| 1Y | -2.7% | +43.0% | -45.7% | -14.2% |
| 3Y | +68.2% | +224.4% | -156.2% | +9.4% |
| 5Y | +100.0% | +135.9% | -35.9% | +33.3% |
| 10Y | +596.9% | +1,232.5% | -635.6% | +124.0% |
| All | +596.9% | +1,162.5% | -565.7% | +124.0% |
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 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