+1,186.4%
UPRO vs BR
+189.7%
+996.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.8% |
| 7D | -2.5% | -3.0% | +0.4% | +1.4% |
| 30D | -4.2% | -0.3% | -3.9% | -4.5% |
| 3M | +8.1% | +17.3% | -9.2% | -16.3% |
| 6M | +35.2% | -6.7% | +41.9% | +40.1% |
| YTD | +28.4% | -23.4% | +51.9% | +70.6% |
| 1Y | +39.3% | -32.7% | +71.9% | +121.9% |
| 3Y | +219.9% | -5.9% | +225.8% | +205.4% |
| 5Y | +142.8% | +8.4% | +134.4% | +94.2% |
| All | +1,186.4% | +189.7% | +996.7% | +295.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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