+1,095.1%
UPRO vs DOV
+325.7%
+769.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.6% |
| 7D | +7.4% | +3.0% | +4.4% | +3.0% |
| 30D | -7.9% | +8.6% | -16.5% | -18.3% |
| 3M | -12.0% | +1.9% | -13.9% | -14.7% |
| 6M | -2.0% | -1.7% | -0.3% | -1.8% |
| YTD | +20.4% | +8.3% | +12.1% | +2.1% |
| 1Y | +24.5% | +16.6% | +8.0% | -5.9% |
| 3Y | +224.4% | +65.1% | +159.2% | +42.4% |
| 5Y | +97.6% | +29.2% | +68.5% | +37.1% |
| All | +1,095.1% | +325.7% | +769.4% | +165.5% |
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