+135.9%
UPRO vs EVRG
+44.9%
+90.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.4% |
| 7D | -1.3% | +0.6% | -1.9% | -1.7% |
| 30D | -5.0% | -0.2% | -4.8% | -5.0% |
| 3M | +7.5% | -0.5% | +7.9% | +7.1% |
| 6M | +33.2% | +0.2% | +33.1% | +31.1% |
| YTD | +27.7% | +14.9% | +12.8% | +9.9% |
| 1Y | +43.0% | +18.2% | +24.8% | +19.3% |
| 3Y | +224.4% | +70.2% | +154.3% | +83.7% |
| 5Y | +135.9% | +45.3% | +90.5% | +61.9% |
| All | +135.9% | +44.9% | +90.9% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 5y: compounded portfolio wealth divided by compounded EVRG 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…
5y analysis · Full analysis span regression · 6 months rolling