+546.6%
RMBS vs UPRO
+1,226.0%
-679.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -1.7% |
| 7D | +1.2% | -6.0% | +7.2% | +4.3% |
| 30D | -11.5% | -5.8% | -5.7% | -8.9% |
| 3M | -38.2% | +10.8% | -49.0% | -40.9% |
| 6M | -4.8% | +31.6% | -36.3% | -15.3% |
| YTD | -7.1% | +25.4% | -32.5% | -15.1% |
| 1Y | +10.7% | +39.2% | -28.6% | -2.6% |
| 3Y | +54.5% | +218.5% | -164.0% | -3.8% |
| 5Y | +261.7% | +137.1% | +124.6% | +134.9% |
| All | +546.6% | +1,226.0% | -679.4% | +69.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling