+1,057.9%
UPRO vs DOC
+14.9%
+1,043.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -0.2% | -12.9% | -12.9% |
| 7D | -14.4% | +6.2% | -20.6% | -19.1% |
| 30D | -18.2% | +6.5% | -24.7% | -23.4% |
| 3M | -16.4% | -6.2% | -10.2% | -12.2% |
| 6M | -2.6% | +25.6% | -28.2% | -25.4% |
| YTD | +11.1% | +32.1% | -20.9% | -19.9% |
| 1Y | +11.8% | +20.3% | -8.5% | -11.9% |
| 3Y | +209.9% | +42.7% | +167.2% | +96.0% |
| 5Y | +80.9% | -22.2% | +103.0% | +126.4% |
| All | +1,057.9% | +14.9% | +1,043.0% | +1,057.2% |
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