+13,342.5%
UPRO vs CHD
+843.9%
+12,498.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | -2.7% | +2.7% | +2.6% |
| 30D | -0.9% | -4.6% | +3.7% | +3.3% |
| 3M | +1.9% | +5.0% | -3.1% | -4.5% |
| 6M | +33.1% | -3.2% | +36.3% | +34.3% |
| YTD | +31.8% | +18.6% | +13.1% | +7.4% |
| 1Y | +48.3% | +4.8% | +43.5% | +34.3% |
| 3Y | +221.5% | +6.1% | +215.3% | +165.6% |
| 5Y | +136.7% | +24.0% | +112.8% | +58.2% |
| 10Y | +1,179.2% | +124.5% | +1,054.7% | +293.5% |
| All | +13,342.5% | +843.9% | +12,498.6% | +457.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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