+258.1%
MTZ vs UPRO
+210.8%
+47.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.8% | +8.7% | +9.1% |
| 7D | -6.4% | -8.7% | +2.3% | -2.6% |
| 30D | -22.1% | -16.9% | -5.2% | -14.6% |
| 3M | -32.7% | -15.3% | -17.4% | -27.2% |
| 6M | -59.8% | -5.7% | -54.1% | -59.3% |
| YTD | -19.9% | +12.1% | -32.0% | -27.4% |
| 1Y | -11.5% | +16.4% | -27.9% | -21.5% |
| 3Y | +258.1% | +210.5% | +47.6% | +53.6% |
| All | +258.1% | +210.8% | +47.3% | +53.6% |
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