+136.0%
UPRO vs DBX
+7.2%
+128.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | +0.5% |
| 7D | +1.5% | -1.3% | +2.8% | +2.4% |
| 30D | -3.7% | -2.9% | -0.8% | -2.0% |
| 3M | +8.0% | +23.8% | -15.9% | -10.2% |
| 6M | +38.7% | +26.2% | +12.4% | +9.5% |
| YTD | +29.5% | +21.6% | +7.9% | +5.2% |
| 1Y | +46.1% | +11.4% | +34.6% | +25.9% |
| 3Y | +229.1% | +21.3% | +207.8% | +139.5% |
| 5Y | +136.0% | +6.7% | +129.3% | +70.3% |
| All | +136.0% | +7.2% | +128.8% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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