+210.5%
UPRO vs BEN
+63.5%
+147.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -3.1% |
| 7D | -8.7% | +6.6% | -15.3% | -13.1% |
| 30D | -16.9% | +3.8% | -20.7% | -19.2% |
| 3M | -15.3% | +0.2% | -15.5% | -15.3% |
| 6M | -5.7% | +10.4% | -16.2% | -13.1% |
| YTD | +12.1% | +46.2% | -34.1% | -18.4% |
| 1Y | +16.4% | +52.3% | -35.8% | -18.2% |
| 3Y | +210.5% | +65.9% | +144.6% | +91.8% |
| All | +210.5% | +63.5% | +147.0% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling