+13,342.5%
UPRO vs DKS
+1,085.5%
+12,257.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +0.1% | +3.0% | -2.9% | -1.7% |
| 30D | -0.9% | -30.5% | +29.6% | +16.8% |
| 3M | +1.9% | -35.7% | +37.6% | +25.0% |
| 6M | +33.1% | -29.7% | +62.8% | +53.0% |
| YTD | +31.8% | -28.9% | +60.6% | +49.7% |
| 1Y | +48.3% | -35.9% | +84.2% | +77.8% |
| 3Y | +221.5% | +28.2% | +193.3% | +136.8% |
| 5Y | +136.7% | +11.8% | +124.9% | +76.7% |
| 10Y | +1,179.2% | +211.6% | +967.6% | +307.6% |
| All | +13,342.5% | +1,085.5% | +12,257.0% | +943.3% |
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 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