+1,709.7%
UPRO vs FIVN
+254.6%
+1,455.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.2% |
| 7D | +9.7% | -17.4% | +27.1% | +16.8% |
| 30D | -9.8% | -20.4% | +10.6% | -2.6% |
| 3M | -9.1% | -9.6% | +0.5% | -7.6% |
| 6M | +0.9% | +34.7% | -33.8% | -14.8% |
| YTD | +21.9% | +40.6% | -18.7% | -3.5% |
| 1Y | +19.8% | +34.3% | -14.5% | -3.7% |
| 3Y | +227.4% | -55.5% | +282.8% | +285.4% |
| 5Y | +100.1% | -82.5% | +182.5% | +220.2% |
| 10Y | +1,112.3% | +93.2% | +1,019.1% | +823.1% |
| All | +1,709.7% | +254.6% | +1,455.1% | +1,059.6% |
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