+1,095.1%
UPRO vs EPAM
+157.4%
+937.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +7.4% | +2.4% | +5.0% | +5.8% |
| 30D | -7.9% | +42.3% | -50.2% | -28.3% |
| 3M | -12.0% | +60.7% | -72.7% | -37.0% |
| 6M | -2.0% | +80.5% | -82.5% | -37.9% |
| YTD | +20.4% | -20.4% | +40.8% | +21.7% |
| 1Y | +24.5% | -9.6% | +34.1% | +15.8% |
| 3Y | +224.4% | -30.5% | +254.8% | +226.1% |
| 5Y | +97.6% | -75.7% | +173.3% | +264.6% |
| All | +1,095.1% | +157.4% | +937.7% | +180.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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