+13,342.5%
UPRO vs ALK
+1,024.5%
+12,318.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -2.3% |
| 7D | +0.1% | -0.7% | +0.7% | +0.5% |
| 30D | -0.9% | -19.2% | +18.3% | +14.5% |
| 3M | +1.9% | -1.5% | +3.5% | +0.4% |
| 6M | +33.1% | -13.1% | +46.2% | +39.8% |
| YTD | +31.8% | -16.4% | +48.2% | +40.1% |
| 1Y | +48.3% | -33.1% | +81.3% | +81.7% |
| 3Y | +221.5% | +0.6% | +220.9% | +165.4% |
| 5Y | +136.7% | -26.4% | +163.1% | +151.7% |
| 10Y | +1,179.2% | -34.2% | +1,213.3% | +1,196.1% |
| All | +13,342.5% | +1,024.5% | +12,318.0% | +1,669.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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