+81.9%
UPRO vs DAR
-41.1%
+122.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.3% |
| 7D | -8.7% | -9.9% | +1.3% | -3.7% |
| 30D | -16.9% | -16.4% | -0.5% | -9.3% |
| 3M | -15.3% | -17.1% | +1.8% | -8.2% |
| 6M | -5.7% | -20.5% | +14.8% | +3.6% |
| YTD | +12.1% | +39.4% | -27.3% | -11.2% |
| 1Y | +16.4% | +57.2% | -40.8% | -14.2% |
| 3Y | +210.5% | +13.9% | +196.7% | +152.5% |
| All | +81.9% | -41.1% | +122.9% | +148.0% |
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