+1,155.3%
UPRO vs DAR
+367.0%
+788.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.6% | -3.7% |
| 7D | +1.5% | -0.9% | +2.3% | +1.9% |
| 30D | -3.7% | +13.0% | -16.7% | -12.5% |
| 3M | +8.0% | +15.0% | -7.0% | -4.2% |
| 6M | +38.7% | +26.8% | +11.8% | +13.0% |
| YTD | +29.5% | +86.4% | -56.9% | -20.5% |
| 1Y | +46.1% | +115.1% | -69.0% | -21.2% |
| 3Y | +229.1% | +14.6% | +214.5% | +158.2% |
| 5Y | +136.0% | -8.8% | +144.8% | +116.2% |
| 10Y | +1,155.3% | +356.5% | +798.7% | +177.5% |
| All | +1,155.3% | +367.0% | +788.3% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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