+1,110.0%
UPRO vs GEN
+147.0%
+963.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.8% |
| 7D | +9.7% | -3.0% | +12.6% | +11.6% |
| 30D | -9.8% | +24.7% | -34.5% | -22.1% |
| 3M | -9.1% | +4.1% | -13.2% | -14.0% |
| 6M | +0.9% | +36.0% | -35.1% | -20.7% |
| YTD | +21.9% | +10.9% | +11.0% | +7.9% |
| 1Y | +19.8% | +12.2% | +7.6% | +5.0% |
| 3Y | +227.4% | +63.3% | +164.1% | +126.3% |
| 5Y | +100.1% | +29.0% | +71.0% | +59.4% |
| All | +1,110.0% | +147.0% | +963.0% | +510.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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