+1,071.1%
UPRO vs ALLY
+182.8%
+888.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +0.8% |
| 7D | -2.9% | -0.7% | -2.2% | -2.1% |
| 30D | -12.4% | +1.1% | -13.6% | -13.3% |
| 3M | -11.9% | -13.2% | +1.3% | -0.6% |
| 6M | -1.7% | -13.5% | +11.8% | +10.7% |
| YTD | +18.5% | -14.3% | +32.8% | +33.5% |
| 1Y | +17.5% | -1.1% | +18.6% | +16.7% |
| 3Y | +218.4% | +62.0% | +156.4% | +95.8% |
| 5Y | +99.1% | -9.6% | +108.8% | +106.2% |
| 10Y | +1,071.1% | +176.0% | +895.1% | +448.2% |
| All | +1,071.1% | +182.8% | +888.3% | +448.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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