+79.4%
UPRO vs AMRZ
-17.3%
+96.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.3% | +2.6% | +0.1% |
| 7D | +1.5% | -2.0% | +3.5% | +2.3% |
| 30D | -3.7% | -9.8% | +6.1% | +0.5% |
| 3M | +8.0% | -17.2% | +25.2% | +16.0% |
| 6M | +38.7% | -26.9% | +65.6% | +56.5% |
| YTD | +29.5% | -21.5% | +51.0% | +41.7% |
| 1Y | +46.1% | -22.9% | +69.0% | +57.2% |
| All | +79.4% | -17.3% | +96.7% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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