+48.3%
UPRO vs FIVN
+27.5%
+20.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.8% |
| 7D | +0.1% | -2.3% | +2.4% | +0.4% |
| 30D | -0.9% | +12.4% | -13.3% | -2.9% |
| 3M | +1.9% | +36.0% | -34.1% | -3.1% |
| 6M | +33.1% | +86.0% | -52.9% | +17.3% |
| YTD | +31.8% | +65.9% | -34.1% | +19.4% |
| 1Y | +48.3% | +26.5% | +21.8% | +43.4% |
| All | +48.3% | +27.5% | +20.8% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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