+74.4%
MSI vs UPRO
+210.8%
-136.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | +4.7% | -8.7% | +13.4% | +5.7% |
| 30D | +14.8% | -16.9% | +31.7% | +17.5% |
| 3M | +8.8% | -15.3% | +24.1% | +11.0% |
| 6M | +19.3% | -5.7% | +25.0% | +19.1% |
| YTD | +35.3% | +12.1% | +23.3% | +30.2% |
| 1Y | +33.8% | +16.4% | +17.3% | +27.6% |
| 3Y | +74.4% | +210.5% | -136.1% | +32.0% |
| All | +74.4% | +210.8% | -136.4% | +32.0% |
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 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