+866.9%
UPRO vs FND
+66.0%
+800.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.3% |
| 7D | +0.1% | -5.2% | +5.3% | +3.3% |
| 30D | -0.9% | -19.9% | +19.0% | +13.1% |
| 3M | +1.9% | +2.7% | -0.8% | -2.6% |
| 6M | +33.1% | -21.7% | +54.8% | +49.4% |
| YTD | +31.8% | -17.5% | +49.3% | +40.8% |
| 1Y | +48.3% | -39.3% | +87.6% | +90.4% |
| 3Y | +221.5% | -49.8% | +271.2% | +332.2% |
| 5Y | +136.7% | -60.1% | +196.8% | +259.1% |
| All | +866.9% | +66.0% | +800.9% | +604.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling