+11,237.3%
UPRO vs EXPD
+640.7%
+10,596.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -4.5% | -8.7% | -7.7% |
| 7D | -14.4% | -4.8% | -9.6% | -9.0% |
| 30D | -18.2% | -1.5% | -16.7% | -16.7% |
| 3M | -16.4% | +4.1% | -20.5% | -21.0% |
| 6M | -2.6% | +24.0% | -26.6% | -26.9% |
| YTD | +11.1% | +27.4% | -16.3% | -23.8% |
| 1Y | +11.8% | +38.4% | -26.6% | -31.4% |
| 3Y | +209.9% | +73.2% | +136.7% | +32.8% |
| 5Y | +80.9% | +59.9% | +21.0% | -11.0% |
| 10Y | +1,134.2% | +319.9% | +814.3% | +95.1% |
| All | +11,237.3% | +640.7% | +10,596.6% | +968.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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