+13,114.2%
UPRO vs MKTX
+2,099.5%
+11,014.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.5% | +0.4% | +1.0% | +1.2% |
| 30D | -3.7% | +1.0% | -4.7% | -4.3% |
| 3M | +8.0% | +41.3% | -33.3% | -16.2% |
| 6M | +38.7% | -11.3% | +50.0% | +43.4% |
| YTD | +29.5% | -8.6% | +38.1% | +30.4% |
| 1Y | +46.1% | -11.1% | +57.1% | +47.8% |
| 3Y | +229.1% | -24.5% | +253.6% | +232.4% |
| 5Y | +136.0% | -61.4% | +197.4% | +277.8% |
| 10Y | +1,155.3% | +6.8% | +1,148.4% | +836.7% |
| All | +13,114.2% | +2,099.5% | +11,014.7% | +1,113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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