+12,333.2%
UPRO vs DOV
+1,247.8%
+11,085.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | +0.9% |
| 7D | +9.7% | +3.4% | +6.3% | +4.7% |
| 30D | -9.8% | +8.8% | -18.6% | -19.8% |
| 3M | -9.1% | +0.9% | -10.0% | -10.7% |
| 6M | +0.9% | -2.8% | +3.7% | +2.9% |
| YTD | +21.9% | +8.1% | +13.8% | +4.9% |
| 1Y | +19.8% | +15.2% | +4.5% | -6.2% |
| 3Y | +227.4% | +64.5% | +162.8% | +54.5% |
| 5Y | +100.1% | +28.9% | +71.2% | +46.2% |
| 10Y | +1,112.3% | +328.7% | +783.6% | +109.7% |
| All | +12,333.2% | +1,247.8% | +11,085.4% | +352.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling