+1,110.0%
UPRO vs DAR
+307.1%
+802.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -2.5% |
| 7D | +9.7% | +9.2% | +0.5% | +3.3% |
| 30D | -9.8% | -12.3% | +2.5% | -1.5% |
| 3M | -9.1% | -12.7% | +3.6% | -2.0% |
| 6M | +0.9% | -12.8% | +13.7% | +7.3% |
| YTD | +21.9% | +53.8% | -31.9% | -15.3% |
| 1Y | +19.8% | +60.3% | -40.5% | -19.6% |
| 3Y | +227.4% | +31.7% | +195.6% | +122.3% |
| 5Y | +100.1% | -27.7% | +127.8% | +116.8% |
| All | +1,110.0% | +307.1% | +802.9% | +191.3% |
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