+12,179.8%
UPRO vs BR
+1,614.0%
+10,565.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.9% |
| 7D | +7.4% | +1.1% | +6.3% | +5.9% |
| 30D | -7.9% | +14.4% | -22.3% | -24.7% |
| 3M | -12.0% | +12.4% | -24.4% | -27.6% |
| 6M | -2.0% | +35.4% | -37.4% | -40.7% |
| YTD | +20.4% | -12.2% | +32.6% | +28.3% |
| 1Y | +24.5% | -12.7% | +37.3% | +33.7% |
| 3Y | +224.4% | +14.3% | +210.1% | +127.8% |
| 5Y | +97.6% | +19.3% | +78.3% | +38.2% |
| 10Y | +1,097.3% | +278.1% | +819.2% | +70.4% |
| All | +12,179.8% | +1,614.0% | +10,565.8% | +118.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling