+100.1%
UPRO vs FND
-62.4%
+162.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.3% | +1.6% |
| 7D | +9.7% | -5.1% | +14.8% | +13.2% |
| 30D | -9.8% | +9.2% | -19.0% | -15.1% |
| 3M | -9.1% | -17.7% | +8.6% | +1.1% |
| 6M | +0.9% | +2.5% | -1.6% | -5.1% |
| YTD | +21.9% | -19.8% | +41.7% | +31.0% |
| 1Y | +19.8% | -22.7% | +42.5% | +31.4% |
| 3Y | +227.4% | -38.3% | +265.7% | +264.7% |
| 5Y | +100.1% | -63.0% | +163.1% | +222.8% |
| All | +100.1% | -62.4% | +162.5% | +222.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling