+1,232.5%
UPRO vs DOV
+286.8%
+945.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | +1.0% |
| 7D | -1.3% | +1.3% | -2.6% | -3.2% |
| 30D | -5.0% | -8.6% | +3.6% | +7.9% |
| 3M | +7.5% | -13.1% | +20.6% | +29.7% |
| 6M | +33.2% | -8.8% | +42.0% | +47.7% |
| YTD | +27.7% | -1.2% | +28.9% | +24.4% |
| 1Y | +43.0% | +10.7% | +32.3% | +15.1% |
| 3Y | +224.4% | +39.3% | +185.2% | +87.3% |
| 5Y | +135.9% | +16.4% | +119.4% | +92.7% |
| 10Y | +1,232.5% | +302.5% | +930.0% | +235.6% |
| All | +1,232.5% | +286.8% | +945.7% | +235.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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