+80.9%
UPRO vs AMBA
-72.1%
+153.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -9.4% | -3.7% | -8.8% |
| 7D | -14.4% | -14.6% | +0.2% | -7.6% |
| 30D | -18.2% | -18.8% | +0.5% | -10.0% |
| 3M | -16.4% | -32.6% | +16.2% | -0.7% |
| 6M | -2.6% | -25.8% | +23.2% | +1.9% |
| YTD | +11.1% | -22.1% | +33.3% | +10.7% |
| 1Y | +11.8% | -36.2% | +48.0% | +20.9% |
| 3Y | +209.9% | +10.0% | +199.9% | +123.6% |
| 5Y | +80.9% | -71.6% | +152.4% | +105.3% |
| All | +80.9% | -72.1% | +153.0% | +105.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling