+626.7%
RVMD vs UPRO
+302.4%
+324.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +1.0% | +0.1% | +1.0% | +1.0% |
| 30D | +6.4% | -0.9% | +7.3% | +6.7% |
| 3M | +34.9% | +1.9% | +33.0% | +33.2% |
| 6M | +107.6% | +33.1% | +74.4% | +85.2% |
| YTD | +163.7% | +31.8% | +131.9% | +135.0% |
| 1Y | +439.2% | +48.3% | +390.9% | +358.3% |
| 3Y | +499.2% | +221.5% | +277.7% | +265.1% |
| 5Y | +621.7% | +136.7% | +485.0% | +359.4% |
| All | +626.7% | +302.4% | +324.3% | +237.9% |
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