+136.0%
UPRO vs FND
-61.9%
+197.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | +1.1% |
| 7D | +1.5% | +0.4% | +1.1% | +1.2% |
| 30D | -3.7% | -23.6% | +19.8% | +12.9% |
| 3M | +8.0% | +4.3% | +3.6% | +1.8% |
| 6M | +38.7% | -20.3% | +58.9% | +53.6% |
| YTD | +29.5% | -21.3% | +50.8% | +42.3% |
| 1Y | +46.1% | -45.4% | +91.5% | +102.3% |
| 3Y | +229.1% | -48.9% | +278.0% | +327.5% |
| 5Y | +136.0% | -61.0% | +197.0% | +238.2% |
| All | +136.0% | -61.9% | +197.9% | +238.2% |
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