+1,125.0%
UPRO vs ALLY
+182.4%
+942.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +2.5% |
| 7D | -3.8% | -2.8% | -1.0% | -1.2% |
| 30D | -8.9% | +1.9% | -10.7% | -10.3% |
| 3M | -7.4% | -12.1% | +4.7% | +3.4% |
| 6M | +1.6% | -9.0% | +10.6% | +9.5% |
| YTD | +23.2% | -12.9% | +36.1% | +36.9% |
| 1Y | +21.2% | -0.1% | +21.3% | +19.3% |
| 3Y | +230.8% | +64.6% | +166.2% | +100.7% |
| 5Y | +106.7% | -10.1% | +116.8% | +115.2% |
| 10Y | +1,125.0% | +176.7% | +948.3% | +462.2% |
| All | +1,125.0% | +182.4% | +942.6% | +462.2% |
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