+1,095.1%
UPRO vs AGI
+389.5%
+705.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +7.4% | -10.1% | +17.5% | +9.4% |
| 30D | -7.9% | -6.5% | -1.4% | -7.0% |
| 3M | -12.0% | -12.8% | +0.8% | -10.3% |
| 6M | -2.0% | -34.3% | +32.3% | +4.5% |
| YTD | +20.4% | -25.6% | +46.0% | +24.8% |
| 1Y | +24.5% | -14.2% | +38.7% | +26.2% |
| 3Y | +224.4% | +127.3% | +97.1% | +179.5% |
| 5Y | +97.6% | +241.8% | -144.1% | +59.9% |
| All | +1,095.1% | +389.5% | +705.6% | +901.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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