+19.8%
UPRO vs FGI
+51.2%
-31.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.2% | -1.2% |
| 7D | +9.7% | +13.5% | -3.8% | +9.3% |
| 30D | -9.8% | +17.1% | -26.9% | -10.1% |
| 3M | -9.1% | +78.0% | -87.1% | -11.9% |
| 6M | +0.9% | +46.4% | -45.5% | -2.1% |
| YTD | +21.9% | +47.7% | -25.8% | +15.3% |
| 1Y | +19.8% | +56.8% | -37.0% | +11.2% |
| All | +19.8% | +51.2% | -31.4% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling