+338.4%
RMD vs UPRO
+1,064.0%
-725.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | +3.1% | -2.9% | +6.0% | +3.6% |
| 30D | +1.8% | -12.4% | +14.2% | +5.4% |
| 3M | +6.7% | -11.9% | +18.5% | +10.1% |
| 6M | +13.9% | -1.7% | +15.5% | +12.8% |
| YTD | -2.0% | +18.5% | -20.5% | -9.0% |
| 1Y | -5.4% | +17.5% | -22.9% | -12.1% |
| 3Y | +67.4% | +218.4% | -151.0% | +7.9% |
| 5Y | -5.7% | +99.1% | -104.9% | -34.6% |
| 10Y | +338.4% | +1,071.1% | -732.7% | +31.6% |
| All | +338.4% | +1,064.0% | -725.6% | +31.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling