+1,167.0%
UPRO vs DOC
-2.1%
+1,169.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | +0.5% |
| 7D | +0.1% | -1.5% | +1.5% | +1.5% |
| 30D | -0.9% | -4.8% | +3.9% | +3.5% |
| 3M | +1.9% | +6.9% | -5.0% | -5.7% |
| 6M | +33.1% | +20.7% | +12.4% | +6.9% |
| YTD | +31.8% | +34.1% | -2.4% | -5.5% |
| 1Y | +48.3% | +22.6% | +25.6% | +15.0% |
| 3Y | +221.5% | +20.8% | +200.6% | +144.3% |
| 5Y | +136.7% | -24.9% | +161.6% | +208.7% |
| All | +1,167.0% | -2.1% | +1,169.1% | +1,375.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling