+1,365.5%
MTZ vs UPRO
+12,137.2%
-10,771.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.8% | +8.7% | +9.2% |
| 7D | -6.4% | -8.7% | +2.3% | -3.2% |
| 30D | -22.1% | -16.9% | -5.2% | -16.0% |
| 3M | -32.7% | -15.3% | -17.4% | -28.2% |
| 6M | -59.8% | -5.7% | -54.1% | -59.3% |
| YTD | -19.9% | +12.1% | -32.0% | -25.5% |
| 1Y | -11.5% | +16.4% | -27.9% | -19.1% |
| 3Y | +258.1% | +210.5% | +47.6% | +105.9% |
| 5Y | +85.5% | +82.4% | +3.1% | +20.6% |
| 10Y | +492.2% | +1,144.5% | -652.3% | +22.2% |
| All | +1,365.5% | +12,137.2% | -10,771.7% | +4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling