+0.9%
UPRO vs AGI
-33.0%
+33.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.1% | +0.3% |
| 7D | +9.7% | -7.5% | +17.2% | +12.3% |
| 30D | -9.8% | -9.9% | +0.1% | -7.2% |
| 3M | -9.1% | -14.2% | +5.1% | -5.3% |
| 6M | +0.9% | -35.2% | +36.1% | +22.3% |
| All | +0.9% | -33.0% | +33.9% | +22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling