+275.2%
RTX vs UPRO
+1,152.9%
-877.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.5% |
| 7D | -3.1% | +1.5% | -4.6% | -3.5% |
| 30D | -10.6% | -3.7% | -6.8% | -9.6% |
| 3M | +11.6% | +8.0% | +3.7% | +8.3% |
| 6M | -4.5% | +38.7% | -43.2% | -14.8% |
| YTD | +9.6% | +29.5% | -20.0% | -0.5% |
| 1Y | +30.8% | +46.1% | -15.3% | +13.9% |
| 3Y | +152.8% | +229.1% | -76.3% | +57.9% |
| 5Y | +167.1% | +136.0% | +31.1% | +69.4% |
| 10Y | +275.2% | +1,155.3% | -880.1% | +11.1% |
| All | +275.2% | +1,152.9% | -877.8% | +11.1% |
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