+837.1%
UPRO vs FND
+57.3%
+779.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.0% |
| 7D | -1.3% | -0.8% | -0.5% | -0.9% |
| 30D | -5.0% | -19.6% | +14.6% | +8.3% |
| 3M | +7.5% | -4.3% | +11.8% | +7.7% |
| 6M | +33.2% | -20.4% | +53.7% | +47.8% |
| YTD | +27.7% | -21.9% | +49.6% | +41.1% |
| 1Y | +43.0% | -45.2% | +88.2% | +96.4% |
| 3Y | +224.4% | -49.2% | +273.7% | +331.5% |
| 5Y | +135.9% | -61.8% | +197.7% | +267.7% |
| All | +837.1% | +57.3% | +779.8% | +606.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling