+1,155.8%
UPRO vs AGI
+388.9%
+766.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.3% |
| 7D | -6.0% | -5.3% | -0.7% | -5.1% |
| 30D | -5.8% | +6.8% | -12.5% | -6.9% |
| 3M | +10.8% | +8.3% | +2.5% | +8.9% |
| 6M | +31.6% | -29.2% | +60.8% | +38.2% |
| YTD | +25.4% | -7.3% | +32.6% | +25.5% |
| 1Y | +39.2% | +8.0% | +31.2% | +35.6% |
| 3Y | +218.5% | +206.6% | +12.0% | +162.5% |
| 5Y | +137.1% | +398.1% | -261.1% | +83.4% |
| All | +1,155.8% | +388.9% | +766.9% | +944.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling