+1,095.1%
UPRO vs DRI
+331.7%
+763.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.5% |
| 7D | +7.4% | +1.1% | +6.4% | +6.6% |
| 30D | -7.9% | +9.7% | -17.6% | -14.4% |
| 3M | -12.0% | +3.2% | -15.2% | -14.9% |
| 6M | -2.0% | +20.6% | -22.5% | -17.6% |
| YTD | +20.4% | +28.3% | -7.9% | -5.2% |
| 1Y | +24.5% | +34.5% | -10.0% | -6.0% |
| 3Y | +224.4% | +66.5% | +157.8% | +101.0% |
| 5Y | +97.6% | +79.6% | +18.0% | +20.2% |
| All | +1,095.1% | +331.7% | +763.3% | +396.7% |
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