+13,342.5%
UPRO vs DOV
+1,141.0%
+12,201.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -2.5% |
| 7D | +0.1% | -2.7% | +2.7% | +3.9% |
| 30D | -0.9% | -8.1% | +7.2% | +11.4% |
| 3M | +1.9% | -9.4% | +11.3% | +15.2% |
| 6M | +33.1% | -12.6% | +45.7% | +56.8% |
| YTD | +31.8% | -0.5% | +32.3% | +27.7% |
| 1Y | +48.3% | +9.2% | +39.0% | +23.2% |
| 3Y | +221.5% | +34.1% | +187.4% | +103.5% |
| 5Y | +136.7% | +17.3% | +119.5% | +98.0% |
| 10Y | +1,179.2% | +284.9% | +894.2% | +153.8% |
| All | +13,342.5% | +1,141.0% | +12,201.5% | +450.7% |
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