+13,342.5%
UPRO vs MDY
+738.8%
+12,603.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.5% |
| 7D | +0.1% | +0.1% | -0.1% | -0.2% |
| 30D | -0.9% | -1.5% | +0.6% | +2.6% |
| 3M | +1.9% | +0.8% | +1.2% | +0.9% |
| 6M | +33.1% | +7.4% | +25.7% | +14.4% |
| YTD | +31.8% | +15.2% | +16.6% | -3.8% |
| 1Y | +48.3% | +16.5% | +31.7% | +5.6% |
| 3Y | +221.5% | +46.8% | +174.7% | +43.5% |
| 5Y | +136.7% | +46.0% | +90.7% | +27.1% |
| 10Y | +1,179.2% | +172.1% | +1,007.1% | +128.2% |
| All | +13,342.5% | +738.8% | +12,603.7% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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