+53.9%
RMD vs UPRO
+230.2%
-176.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.8% |
| 7D | -4.5% | +1.5% | -5.9% | -4.8% |
| 30D | +4.6% | -3.7% | +8.3% | +5.5% |
| 3M | +14.8% | +8.0% | +6.8% | +12.3% |
| 6M | -12.1% | +38.7% | -50.7% | -19.7% |
| YTD | -7.5% | +29.5% | -37.0% | -14.2% |
| 1Y | -20.1% | +46.1% | -66.2% | -28.5% |
| 3Y | +53.9% | +229.1% | -175.2% | +0.2% |
| All | +53.9% | +230.2% | -176.3% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling