+1,078.9%
UPRO vs AMBA
+4.2%
+1,074.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.1% |
| 7D | -2.9% | -2.6% | -0.2% | -1.3% |
| 30D | -12.4% | -10.5% | -1.9% | -7.5% |
| 3M | -11.9% | -26.4% | +14.6% | +1.3% |
| 6M | -1.7% | -20.9% | +19.2% | 0.0% |
| YTD | +18.5% | -14.8% | +33.3% | +13.3% |
| 1Y | +17.5% | -36.1% | +53.6% | +28.2% |
| 3Y | +218.4% | +20.2% | +198.1% | +123.9% |
| 5Y | +99.1% | -67.2% | +166.4% | +145.3% |
| All | +1,078.9% | +4.2% | +1,074.7% | +506.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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