+235.9%
UPRO vs DRI
+60.6%
+175.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | -0.9% | +3.8% | -4.7% | -3.2% |
| 3M | +1.9% | +13.0% | -11.1% | -6.2% |
| 6M | +33.1% | +8.3% | +24.8% | +25.3% |
| YTD | +31.8% | +20.6% | +11.2% | +14.5% |
| 1Y | +48.3% | +6.5% | +41.8% | +39.6% |
| All | +235.9% | +60.6% | +175.3% | +143.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling