+106.7%
UPRO vs ALLE
+54.3%
+52.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.1% |
| 7D | -3.8% | -0.8% | -2.9% | -2.5% |
| 30D | -8.9% | +27.4% | -36.2% | -29.8% |
| 3M | -7.4% | +13.8% | -21.3% | -20.1% |
| 6M | +1.6% | +45.5% | -43.9% | -34.5% |
| YTD | +23.2% | +21.4% | +1.8% | -5.2% |
| 1Y | +21.2% | +15.4% | +5.9% | -0.8% |
| 3Y | +230.8% | +91.7% | +139.1% | +33.4% |
| 5Y | +106.7% | +54.5% | +52.1% | +15.2% |
| All | +106.7% | +54.3% | +52.4% | +15.2% |
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