+13,342.5%
UPRO vs AMP
+3,279.4%
+10,063.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.2% |
| 7D | +0.1% | +0.2% | -0.2% | -0.2% |
| 30D | -0.9% | -0.1% | -0.8% | -1.0% |
| 3M | +1.9% | +23.6% | -21.6% | -22.4% |
| 6M | +33.1% | +20.4% | +12.8% | +4.2% |
| YTD | +31.8% | +15.4% | +16.4% | +6.8% |
| 1Y | +48.3% | +11.0% | +37.3% | +25.4% |
| 3Y | +221.5% | +70.5% | +151.0% | +65.0% |
| 5Y | +136.7% | +121.4% | +15.4% | -3.9% |
| 10Y | +1,179.2% | +575.6% | +603.6% | +49.0% |
| All | +13,342.5% | +3,279.4% | +10,063.1% | +236.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling