+815.4%
RTX vs UPRO
+14,289.1%
-13,473.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -5.2% | +0.1% | -5.2% | -5.2% |
| 30D | -9.4% | -0.9% | -8.5% | -9.2% |
| 3M | +12.3% | +1.9% | +10.4% | +10.6% |
| 6M | -3.1% | +33.1% | -36.2% | -12.9% |
| YTD | +10.7% | +31.8% | -21.1% | -0.5% |
| 1Y | +28.4% | +48.3% | -19.9% | +10.6% |
| 3Y | +147.1% | +221.5% | -74.4% | +53.4% |
| 5Y | +167.2% | +136.7% | +30.5% | +66.6% |
| 10Y | +274.7% | +1,179.2% | -904.4% | +8.2% |
| All | +815.4% | +14,289.1% | -13,473.7% | -3.7% |
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