+236.9%
UPRO vs DOV
+67.7%
+169.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.5% | +2.5% | +1.9% |
| 7D | -0.9% | -1.4% | +0.5% | +1.2% |
| 30D | -11.4% | +12.8% | -24.2% | -22.4% |
| 3M | -10.9% | +1.1% | -12.0% | -12.0% |
| 6M | -0.5% | -2.6% | +2.1% | +1.6% |
| YTD | +19.9% | +9.9% | +10.0% | +3.7% |
| 1Y | +24.2% | +19.3% | +4.9% | -3.7% |
| 3Y | +236.9% | +68.4% | +168.6% | +94.0% |
| All | +236.9% | +67.7% | +169.2% | +94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling