+147.4%
RTX vs UPRO
+95.9%
+51.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +4.8% | +7.4% | -2.6% | +3.4% |
| 30D | +6.5% | -7.9% | +14.4% | +7.8% |
| 3M | -9.6% | -12.0% | +2.4% | -7.9% |
| 6M | +12.3% | -2.0% | +14.3% | +11.6% |
| YTD | +9.5% | +20.4% | -10.9% | +3.9% |
| 1Y | +15.8% | +24.5% | -8.7% | +9.2% |
| 3Y | +157.0% | +224.4% | -67.4% | +91.1% |
| All | +147.4% | +95.9% | +51.5% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling