+81.9%
UPRO vs AMBA
-70.4%
+152.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.1% | -5.3% | -2.0% |
| 7D | -8.7% | -7.2% | -1.4% | -5.3% |
| 30D | -16.9% | -10.4% | -6.5% | -12.7% |
| 3M | -15.3% | -30.1% | +14.9% | -1.0% |
| 6M | -5.7% | -22.4% | +16.7% | -3.4% |
| YTD | +12.1% | -17.3% | +29.4% | +8.5% |
| 1Y | +16.4% | -35.4% | +51.8% | +25.8% |
| 3Y | +210.5% | +18.6% | +191.9% | +115.6% |
| All | +81.9% | -70.4% | +152.3% | +102.5% |
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