+13,342.5%
UPRO vs DRI
+1,220.1%
+12,122.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +0.1% | +0.6% | -0.5% | -0.5% |
| 30D | -0.9% | +3.8% | -4.7% | -4.6% |
| 3M | +1.9% | +13.0% | -11.1% | -10.0% |
| 6M | +33.1% | +8.3% | +24.8% | +21.1% |
| YTD | +31.8% | +20.6% | +11.2% | +8.0% |
| 1Y | +48.3% | +6.5% | +41.8% | +33.7% |
| 3Y | +221.5% | +53.7% | +167.8% | +106.4% |
| 5Y | +136.7% | +72.7% | +64.1% | +43.3% |
| 10Y | +1,179.2% | +363.2% | +816.0% | +195.9% |
| All | +13,342.5% | +1,220.1% | +12,122.4% | +995.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling