+1,122.7%
UPRO vs ARWR
+1,061.4%
+61.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.7% |
| 7D | -3.8% | -19.9% | +16.2% | +1.7% |
| 30D | -8.9% | -18.7% | +9.9% | -4.0% |
| 3M | -7.4% | -44.7% | +37.2% | +7.7% |
| 6M | +1.6% | -36.5% | +38.1% | +12.6% |
| YTD | +23.2% | -25.7% | +48.8% | +29.6% |
| 1Y | +21.2% | +18.9% | +2.3% | +10.2% |
| 3Y | +230.8% | +83.1% | +147.7% | +139.5% |
| 5Y | +106.7% | -34.9% | +141.5% | +87.1% |
| All | +1,122.7% | +1,061.4% | +61.3% | +578.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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