+12,127.5%
UPRO vs DOV
+1,270.4%
+10,857.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.5% | +2.5% | +0.6% |
| 7D | -0.9% | -1.4% | +0.5% | +1.6% |
| 30D | -11.4% | +12.8% | -24.2% | -25.2% |
| 3M | -10.9% | +1.1% | -12.0% | -12.7% |
| 6M | -0.5% | -2.6% | +2.1% | +1.1% |
| YTD | +19.9% | +9.9% | +10.0% | +0.8% |
| 1Y | +24.2% | +19.3% | +4.9% | -7.4% |
| 3Y | +236.9% | +68.4% | +168.6% | +54.0% |
| 5Y | +96.6% | +29.1% | +67.4% | +43.2% |
| 10Y | +1,091.6% | +340.2% | +751.4% | +98.6% |
| All | +12,127.5% | +1,270.4% | +10,857.1% | +334.8% |
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