+1,155.3%
UPRO vs DRI
+350.3%
+805.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -0.3% |
| 7D | +1.5% | -1.2% | +2.7% | +2.4% |
| 30D | -3.7% | -0.4% | -3.3% | -3.9% |
| 3M | +8.0% | +9.5% | -1.5% | -1.2% |
| 6M | +38.7% | +6.5% | +32.2% | +28.8% |
| YTD | +29.5% | +18.4% | +11.1% | +9.3% |
| 1Y | +46.1% | +4.2% | +41.9% | +35.1% |
| 3Y | +229.1% | +57.1% | +172.0% | +114.6% |
| 5Y | +136.0% | +70.4% | +65.6% | +50.1% |
| 10Y | +1,155.3% | +354.0% | +801.2% | +354.9% |
| All | +1,155.3% | +350.3% | +805.0% | +354.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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