+13,342.5%
UPRO vs BR
+1,439.7%
+11,902.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | +3.4% |
| 7D | +0.1% | -5.3% | +5.3% | +7.7% |
| 30D | -0.9% | +6.4% | -7.3% | -10.0% |
| 3M | +1.9% | +13.6% | -11.7% | -18.2% |
| 6M | +33.1% | -6.7% | +39.8% | +36.2% |
| YTD | +31.8% | -21.1% | +52.9% | +67.2% |
| 1Y | +48.3% | -29.6% | +77.8% | +120.5% |
| 3Y | +221.5% | -2.4% | +223.8% | +191.4% |
| 5Y | +136.7% | +11.2% | +125.5% | +84.8% |
| 10Y | +1,179.2% | +191.8% | +987.4% | +170.0% |
| All | +13,342.5% | +1,439.7% | +11,902.8% | +185.0% |
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