+1,091.6%
UPRO vs AVAV
+423.1%
+668.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +12.6% | -5.6% | +2.3% |
| 7D | -0.9% | +3.2% | -4.0% | -2.4% |
| 30D | -11.4% | -7.4% | -4.0% | -9.5% |
| 3M | -10.9% | -32.0% | +21.1% | +1.3% |
| 6M | -0.5% | -24.6% | +24.0% | +4.8% |
| YTD | +19.9% | -47.5% | +67.4% | +37.4% |
| 1Y | +24.2% | -61.5% | +85.7% | +60.3% |
| 3Y | +236.9% | +5.5% | +231.5% | +149.7% |
| 5Y | +96.6% | +35.7% | +60.8% | +19.5% |
| 10Y | +1,091.6% | +379.1% | +712.5% | +366.5% |
| All | +1,091.6% | +423.1% | +668.5% | +366.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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