+29.8%
UPRO vs MSTZ
-63.1%
+92.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -9.6% | +14.4% | +3.7% |
| 7D | -2.6% | +0.7% | -3.3% | -2.1% |
| 30D | -4.3% | +16.6% | -20.9% | -1.4% |
| 3M | -4.3% | -74.7% | +70.4% | -14.0% |
| 6M | +14.7% | -43.9% | +58.7% | +19.0% |
| YTD | +28.0% | -84.0% | +112.0% | +22.1% |
| 1Y | +29.8% | -65.1% | +94.9% | +35.3% |
| All | +29.8% | -63.1% | +92.9% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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