+97.7%
MTZ vs UPRO
+104.9%
-7.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.9% | +0.7% | +2.9% |
| 7D | +12.9% | -3.8% | +16.6% | +14.6% |
| 30D | -8.5% | -8.9% | +0.3% | -5.4% |
| 3M | -30.6% | -7.4% | -23.2% | -28.9% |
| 6M | -55.1% | +1.6% | -56.7% | -55.9% |
| YTD | -13.0% | +23.2% | -36.1% | -22.2% |
| 1Y | -4.3% | +21.2% | -25.5% | -13.7% |
| 3Y | +284.0% | +230.8% | +53.2% | +128.5% |
| 5Y | +97.7% | +106.7% | -9.0% | +25.0% |
| All | +97.7% | +104.9% | -7.3% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling