+1,095.1%
UPRO vs FIVE
+504.2%
+590.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +7.4% | +2.7% | +4.8% | +5.8% |
| 30D | -7.9% | +12.7% | -20.6% | -14.1% |
| 3M | -12.0% | +2.1% | -14.1% | -14.0% |
| 6M | -2.0% | +17.5% | -19.4% | -14.0% |
| YTD | +20.4% | +31.0% | -10.6% | -2.6% |
| 1Y | +24.5% | +67.7% | -43.2% | -14.0% |
| 3Y | +224.4% | +43.4% | +181.0% | +111.2% |
| 5Y | +97.6% | +18.1% | +79.5% | +45.2% |
| All | +1,095.1% | +504.2% | +590.9% | +325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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