+157.9%
MTZ vs UPRO
+137.3%
+20.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.7% |
| 7D | -1.6% | +0.1% | -1.6% | -1.7% |
| 30D | -11.1% | -0.9% | -10.2% | -10.8% |
| 3M | -36.7% | +1.9% | -38.6% | -37.4% |
| 6M | -21.9% | +33.1% | -55.1% | -31.7% |
| YTD | +9.1% | +31.8% | -22.7% | -4.5% |
| 1Y | +30.0% | +48.3% | -18.3% | +8.2% |
| 3Y | +138.5% | +221.5% | -83.0% | +43.0% |
| All | +157.9% | +137.3% | +20.6% | +55.5% |
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