+13,342.5%
UPRO vs AGI
+401.8%
+12,940.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.9% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | -0.9% | +18.2% | -19.1% | -3.6% |
| 3M | +1.9% | -4.1% | +6.1% | +2.2% |
| 6M | +33.1% | -28.7% | +61.8% | +39.4% |
| YTD | +31.8% | -4.0% | +35.8% | +31.1% |
| 1Y | +48.3% | +17.4% | +30.9% | +42.7% |
| 3Y | +221.5% | +203.0% | +18.5% | +166.0% |
| 5Y | +136.7% | +376.7% | -239.9% | +82.8% |
| 10Y | +1,179.2% | +407.5% | +771.7% | +829.8% |
| All | +13,342.5% | +401.8% | +12,940.7% | +6,389.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling