+21.2%
UPRO vs FIVE
+66.9%
-45.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.2% |
| 7D | -3.8% | -0.5% | -3.3% | -3.5% |
| 30D | -8.9% | +17.4% | -26.2% | -12.3% |
| 3M | -7.4% | +7.0% | -14.5% | -9.3% |
| 6M | +1.6% | +20.5% | -18.9% | -5.1% |
| YTD | +23.2% | +33.1% | -9.9% | +7.0% |
| 1Y | +21.2% | +67.1% | -45.8% | -10.1% |
| All | +21.2% | +66.9% | -45.7% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling