+100.1%
UPRO vs FIVN
-82.6%
+182.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.2% |
| 7D | +9.7% | -17.4% | +27.1% | +17.1% |
| 30D | -9.8% | -20.4% | +10.6% | -2.3% |
| 3M | -9.1% | -9.6% | +0.5% | -7.7% |
| 6M | +0.9% | +34.7% | -33.8% | -16.2% |
| YTD | +21.9% | +40.6% | -18.7% | -5.8% |
| 1Y | +19.8% | +34.3% | -14.5% | -5.7% |
| 3Y | +227.4% | -55.5% | +282.8% | +298.0% |
| 5Y | +100.1% | -82.5% | +182.5% | +247.9% |
| All | +100.1% | -82.6% | +182.7% | +247.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling