+71.2%
MSI vs UPRO
+240.0%
-168.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | -3.7% | +0.1% | -3.8% | -3.7% |
| 30D | +6.8% | -0.9% | +7.7% | +6.9% |
| 3M | +14.3% | +1.9% | +12.4% | +13.5% |
| 6M | -1.6% | +33.1% | -34.7% | -7.3% |
| YTD | +22.8% | +31.8% | -9.0% | +15.5% |
| 1Y | -1.1% | +48.3% | -49.4% | -9.5% |
| All | +71.2% | +240.0% | -168.8% | +21.4% |
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