+12,179.8%
UPRO vs AGI
+288.7%
+11,891.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | +7.4% | -10.1% | +17.5% | +9.2% |
| 30D | -7.9% | -6.5% | -1.4% | -7.1% |
| 3M | -12.0% | -12.8% | +0.8% | -10.4% |
| 6M | -2.0% | -34.3% | +32.3% | +4.0% |
| YTD | +20.4% | -25.6% | +46.0% | +24.4% |
| 1Y | +24.5% | -14.2% | +38.7% | +25.9% |
| 3Y | +224.4% | +127.3% | +97.1% | +180.3% |
| 5Y | +97.6% | +241.8% | -144.1% | +60.2% |
| 10Y | +1,097.3% | +381.8% | +715.6% | +782.7% |
| All | +12,179.8% | +288.7% | +11,891.1% | +6,056.7% |
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