+275.4%
RMD vs UPRO
+1,162.5%
-887.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.1% |
| 7D | -4.7% | -1.3% | -3.4% | -4.4% |
| 30D | +0.2% | -5.0% | +5.3% | +1.8% |
| 3M | +12.0% | +7.5% | +4.5% | +9.0% |
| 6M | -12.5% | +33.2% | -45.8% | -20.8% |
| YTD | -7.9% | +27.7% | -35.7% | -15.9% |
| 1Y | -20.4% | +43.0% | -63.4% | -30.1% |
| 3Y | +53.1% | +224.4% | -171.3% | -1.5% |
| 5Y | -22.1% | +135.9% | -158.0% | -48.7% |
| 10Y | +275.4% | +1,232.5% | -957.1% | +12.0% |
| All | +275.4% | +1,162.5% | -887.1% | +12.0% |
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 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