+210.5%
UPRO vs DAR
+11.9%
+198.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | -8.7% | -9.9% | +1.3% | -5.6% |
| 30D | -16.9% | -16.4% | -0.5% | -12.2% |
| 3M | -15.3% | -17.1% | +1.8% | -10.9% |
| 6M | -5.7% | -20.5% | +14.8% | +0.2% |
| YTD | +12.1% | +39.4% | -27.3% | -4.6% |
| 1Y | +16.4% | +57.2% | -40.8% | -5.7% |
| 3Y | +210.5% | +13.9% | +196.7% | +167.3% |
| All | +210.5% | +11.9% | +198.7% | +167.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling