+1,071.1%
UPRO vs BEN
+55.0%
+1,016.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -2.4% |
| 7D | -2.9% | +12.1% | -15.0% | -13.8% |
| 30D | -12.4% | +13.4% | -25.8% | -23.3% |
| 3M | -11.9% | +9.4% | -21.2% | -19.9% |
| 6M | -1.7% | +19.3% | -20.9% | -19.0% |
| YTD | +18.5% | +57.3% | -38.7% | -28.2% |
| 1Y | +17.5% | +69.1% | -51.6% | -34.3% |
| 3Y | +218.4% | +85.6% | +132.7% | +51.1% |
| 5Y | +99.1% | +32.9% | +66.2% | +46.2% |
| 10Y | +1,071.1% | +58.3% | +1,012.8% | +562.2% |
| All | +1,071.1% | +55.0% | +1,016.1% | +562.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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