+1,313.5%
RMD vs UPRO
+12,137.2%
-10,823.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +2.3% | -8.7% | +11.0% | +4.8% |
| 30D | +4.1% | -16.9% | +21.0% | +9.6% |
| 3M | +5.7% | -15.3% | +21.0% | +10.3% |
| 6M | +12.9% | -5.7% | +18.6% | +13.3% |
| YTD | -1.5% | +12.1% | -13.6% | -6.8% |
| 1Y | -4.8% | +16.4% | -21.2% | -11.1% |
| 3Y | +57.5% | +210.5% | -153.0% | +3.4% |
| 5Y | -5.5% | +82.4% | -87.9% | -32.2% |
| 10Y | +357.8% | +1,144.5% | -786.7% | +53.4% |
| All | +1,313.5% | +12,137.2% | -10,823.7% | +133.2% |
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 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