+81.9%
UPRO vs A
+15.4%
+66.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.8% |
| 7D | -8.7% | -0.1% | -8.6% | -8.3% |
| 30D | -16.9% | +3.4% | -20.3% | -19.2% |
| 3M | -15.3% | +23.8% | -39.1% | -31.3% |
| 6M | -5.7% | +49.0% | -54.7% | -38.6% |
| YTD | +12.1% | +29.4% | -17.3% | -16.0% |
| 1Y | +16.4% | +19.4% | -3.0% | -5.0% |
| 3Y | +210.5% | +66.2% | +144.3% | +59.0% |
| All | +81.9% | +15.4% | +66.5% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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