+97.5%
UPRO vs ALLE
+51.6%
+45.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.2% |
| 7D | +7.4% | +3.6% | +3.9% | +3.8% |
| 30D | -7.9% | +25.9% | -33.8% | -28.1% |
| 3M | -12.0% | +15.8% | -27.8% | -25.3% |
| 6M | -2.0% | +48.1% | -50.0% | -38.0% |
| YTD | +20.4% | +22.0% | -1.6% | -7.8% |
| 1Y | +24.5% | +18.0% | +6.5% | -1.0% |
| 3Y | +224.4% | +93.1% | +131.3% | +29.6% |
| All | +97.5% | +51.6% | +45.9% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling