+1,271.8%
RMD vs UPRO
+14,289.1%
-13,017.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | -5.0% | +0.1% | -5.1% | -5.0% |
| 30D | +2.2% | -0.9% | +3.1% | +2.4% |
| 3M | +17.8% | +1.9% | +15.9% | +16.3% |
| 6M | -11.3% | +33.1% | -44.4% | -19.7% |
| YTD | -4.4% | +31.8% | -36.2% | -13.4% |
| 1Y | -15.7% | +48.3% | -64.0% | -26.7% |
| 3Y | +47.7% | +221.5% | -173.7% | -3.7% |
| 5Y | -19.2% | +136.7% | -156.0% | -46.3% |
| 10Y | +280.4% | +1,179.2% | -898.8% | +26.8% |
| All | +1,271.8% | +14,289.1% | -13,017.3% | +116.9% |
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