-11.5%
MTZ vs UPRO
+13.2%
-24.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.8% | +8.7% | +9.1% |
| 7D | -6.4% | -8.7% | +2.3% | -3.1% |
| 30D | -22.1% | -16.9% | -5.2% | -15.1% |
| 3M | -32.7% | -15.3% | -17.4% | -27.6% |
| 6M | -59.8% | -5.7% | -54.1% | -59.6% |
| YTD | -19.9% | +12.1% | -32.0% | -27.4% |
| 1Y | -11.5% | +16.4% | -27.9% | -21.4% |
| All | -11.5% | +13.2% | -24.7% | -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 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