+1,687.4%
UPRO vs FIVN
+243.6%
+1,443.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.1% |
| 7D | +7.4% | -2.8% | +10.3% | +8.6% |
| 30D | -7.9% | -17.4% | +9.5% | -2.0% |
| 3M | -12.0% | -19.2% | +7.2% | -6.6% |
| 6M | -2.0% | +29.4% | -31.3% | -16.0% |
| YTD | +20.4% | +36.3% | -15.9% | -3.6% |
| 1Y | +24.5% | +33.5% | -9.0% | +0.2% |
| 3Y | +224.4% | -56.8% | +281.2% | +286.3% |
| 5Y | +97.6% | -83.0% | +180.6% | +220.0% |
| 10Y | +1,097.3% | +87.3% | +1,010.1% | +822.4% |
| All | +1,687.4% | +243.6% | +1,443.7% | +1,058.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling