+1,091.6%
UPRO vs ARWR
+921.6%
+170.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -15.3% | +22.3% | +11.1% |
| 7D | -0.9% | -17.3% | +16.5% | +3.9% |
| 30D | -11.4% | -21.5% | +10.1% | -5.9% |
| 3M | -10.9% | -43.8% | +32.9% | +3.2% |
| 6M | -0.5% | -32.3% | +31.7% | +8.3% |
| YTD | +19.9% | -25.8% | +45.7% | +26.2% |
| 1Y | +24.2% | +25.5% | -1.3% | +11.2% |
| 3Y | +236.9% | +84.1% | +152.8% | +143.7% |
| 5Y | +96.6% | -39.2% | +135.8% | +80.8% |
| 10Y | +1,091.6% | +1,072.4% | +19.2% | +558.7% |
| All | +1,091.6% | +921.6% | +170.0% | +558.7% |
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