+579.8%
RVMD vs UPRO
+133.2%
+446.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.8% |
| 7D | -0.7% | -1.3% | +0.6% | -0.2% |
| 30D | +0.3% | -5.0% | +5.4% | +2.5% |
| 3M | +38.9% | +7.5% | +31.4% | +33.6% |
| 6M | +108.1% | +33.2% | +74.9% | +81.2% |
| YTD | +160.7% | +27.7% | +133.0% | +129.7% |
| 1Y | +407.3% | +43.0% | +364.2% | +322.7% |
| 3Y | +546.6% | +224.4% | +322.1% | +240.6% |
| 5Y | +579.8% | +135.9% | +443.9% | +297.6% |
| All | +579.8% | +133.2% | +446.6% | +297.6% |
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