+12,333.2%
UPRO vs DKS
+1,152.7%
+11,180.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | +0.5% |
| 7D | +9.7% | +3.3% | +6.4% | +7.6% |
| 30D | -9.8% | +5.9% | -15.7% | -13.2% |
| 3M | -9.1% | -27.4% | +18.3% | +3.5% |
| 6M | +0.9% | -32.6% | +33.5% | +18.3% |
| YTD | +21.9% | -24.8% | +46.7% | +32.6% |
| 1Y | +19.8% | -32.8% | +52.6% | +39.2% |
| 3Y | +227.4% | +39.1% | +188.3% | +127.4% |
| 5Y | +100.1% | +25.0% | +75.1% | +39.3% |
| 10Y | +1,112.3% | +226.2% | +886.1% | +273.7% |
| All | +12,333.2% | +1,152.7% | +11,180.5% | +824.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling