+102.2%
UPRO vs AMP
+82.8%
+19.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | -3.8% | -1.1% | -2.7% | -1.9% |
| 30D | -8.9% | +4.4% | -13.2% | -13.7% |
| 3M | -7.4% | -7.3% | -0.1% | +1.3% |
| 6M | +1.6% | +12.9% | -11.3% | -15.6% |
| YTD | +23.2% | +7.5% | +15.7% | +6.7% |
| 1Y | +21.2% | +13.3% | +7.9% | -2.8% |
| 3Y | +230.8% | +60.8% | +170.0% | +58.3% |
| All | +102.2% | +82.8% | +19.4% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 5y: compounded portfolio wealth divided by compounded AMP 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…
5y analysis · Full analysis span regression · 6 months rolling