-42.3%
MSTR vs UPRO
+29.4%
-71.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.9% | +0.2% | -0.1% |
| 7D | -1.8% | -2.6% | +0.8% | +1.1% |
| 30D | -13.3% | -4.3% | -9.0% | -8.6% |
| 3M | +46.0% | -4.3% | +50.3% | +54.7% |
| 6M | -22.4% | +14.7% | -37.2% | -32.1% |
| YTD | -6.2% | +28.0% | -34.2% | -24.1% |
| 1Y | -42.3% | +29.8% | -72.1% | -53.9% |
| All | -42.3% | +29.4% | -71.7% | -53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling