+11,332.2%
UPRO vs BEN
+177.0%
+11,155.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -4.7% |
| 7D | -8.7% | +6.6% | -15.3% | -15.1% |
| 30D | -16.9% | +3.8% | -20.7% | -20.4% |
| 3M | -15.3% | +0.2% | -15.5% | -15.6% |
| 6M | -5.7% | +10.4% | -16.2% | -16.9% |
| YTD | +12.1% | +46.2% | -34.1% | -29.9% |
| 1Y | +16.4% | +52.3% | -35.8% | -30.9% |
| 3Y | +210.5% | +65.9% | +144.6% | +54.9% |
| 5Y | +82.4% | +20.6% | +61.8% | +44.0% |
| 10Y | +1,144.5% | +64.8% | +1,079.7% | +497.6% |
| All | +11,332.2% | +177.0% | +11,155.2% | +3,161.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling