+135.9%
UPRO vs DKS
+15.5%
+120.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.2% | -1.8% |
| 7D | -1.3% | -2.9% | +1.6% | +0.2% |
| 30D | -5.0% | -37.7% | +32.7% | +17.1% |
| 3M | +7.5% | -38.9% | +46.4% | +32.9% |
| 6M | +33.2% | -31.1% | +64.3% | +52.1% |
| YTD | +27.7% | -31.8% | +59.5% | +46.1% |
| 1Y | +43.0% | -38.0% | +81.1% | +71.6% |
| 3Y | +224.4% | +28.6% | +195.8% | +138.4% |
| 5Y | +135.9% | +12.5% | +123.3% | +60.3% |
| All | +135.9% | +15.5% | +120.4% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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