+97.5%
UPRO vs DAR
-27.0%
+124.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -1.8% |
| 7D | +7.4% | +11.6% | -4.1% | +1.6% |
| 30D | -7.9% | -10.2% | +2.4% | -2.8% |
| 3M | -12.0% | -14.8% | +2.8% | -5.6% |
| 6M | -2.0% | -10.1% | +8.1% | +1.2% |
| YTD | +20.4% | +55.5% | -35.1% | -9.8% |
| 1Y | +24.5% | +61.7% | -37.2% | -9.1% |
| 3Y | +224.4% | +37.2% | +187.2% | +135.4% |
| All | +97.5% | -27.0% | +124.5% | +136.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling