+1,125.0%
UPRO vs DOV
+333.4%
+791.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.6% |
| 7D | -3.8% | -0.1% | -3.7% | -3.0% |
| 30D | -8.9% | +11.3% | -20.1% | -22.0% |
| 3M | -7.4% | +2.2% | -9.6% | -10.7% |
| 6M | +1.6% | -2.9% | +4.5% | +3.7% |
| YTD | +23.2% | +9.6% | +13.6% | +2.7% |
| 1Y | +21.2% | +16.7% | +4.6% | -8.3% |
| 3Y | +230.8% | +66.9% | +163.9% | +43.1% |
| 5Y | +106.7% | +32.0% | +74.7% | +38.8% |
| 10Y | +1,125.0% | +334.8% | +790.3% | +167.5% |
| All | +1,125.0% | +333.4% | +791.6% | +167.5% |
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