+1,155.3%
UPRO vs GEN
+150.2%
+1,005.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | 0.0% |
| 7D | +1.5% | -0.7% | +2.2% | +1.9% |
| 30D | -3.7% | +2.6% | -6.4% | -5.5% |
| 3M | +8.0% | +15.8% | -7.8% | -2.6% |
| 6M | +38.7% | +33.1% | +5.5% | +12.4% |
| YTD | +29.5% | +11.3% | +18.2% | +17.5% |
| 1Y | +46.1% | +1.7% | +44.4% | +40.4% |
| 3Y | +229.1% | +58.1% | +170.9% | +138.0% |
| 5Y | +136.0% | +20.6% | +115.4% | +100.8% |
| 10Y | +1,155.3% | +149.0% | +1,006.3% | +535.7% |
| All | +1,155.3% | +150.2% | +1,005.1% | +535.7% |
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