+12,956.5%
UPRO vs DOC
+173.6%
+12,782.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +1.8% |
| 7D | -2.6% | +8.7% | -11.3% | -10.4% |
| 30D | -4.3% | +7.6% | -11.9% | -11.7% |
| 3M | -4.3% | -5.3% | +1.0% | -0.3% |
| 6M | +14.7% | +27.6% | -12.9% | -14.6% |
| YTD | +28.0% | +32.4% | -4.4% | -9.4% |
| 1Y | +29.8% | +22.9% | +7.0% | -1.2% |
| 3Y | +256.9% | +43.1% | +213.8% | +121.7% |
| 5Y | +110.6% | -21.4% | +131.9% | +157.1% |
| 10Y | +1,321.3% | +16.8% | +1,304.5% | +1,079.5% |
| All | +12,956.5% | +173.6% | +12,782.9% | +4,029.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling