+236.9%
UPRO vs ALLE
+93.1%
+143.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.8% | +4.2% | +5.2% |
| 7D | -0.9% | -0.6% | -0.3% | -0.2% |
| 30D | -11.4% | +26.6% | -38.0% | -24.7% |
| 3M | -10.9% | +13.2% | -24.1% | -18.1% |
| 6M | -0.5% | +42.9% | -43.4% | -24.1% |
| YTD | +19.9% | +21.0% | -1.2% | +2.5% |
| 1Y | +24.2% | +15.2% | +9.0% | +11.2% |
| 3Y | +236.9% | +95.6% | +141.4% | +98.7% |
| All | +236.9% | +93.1% | +143.9% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling