+1,071.1%
UPRO vs GEN
+151.0%
+920.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.5% |
| 7D | -2.9% | +1.0% | -3.9% | -3.4% |
| 30D | -12.4% | +29.1% | -41.5% | -26.0% |
| 3M | -11.9% | +2.9% | -14.8% | -15.9% |
| 6M | -1.7% | +33.6% | -35.3% | -21.7% |
| YTD | +18.5% | +12.0% | +6.5% | +4.2% |
| 1Y | +17.5% | +16.2% | +1.3% | +0.7% |
| 3Y | +218.4% | +65.1% | +153.3% | +118.7% |
| 5Y | +99.1% | +33.3% | +65.8% | +55.7% |
| 10Y | +1,071.1% | +149.7% | +921.4% | +493.1% |
| All | +1,071.1% | +151.0% | +920.1% | +493.1% |
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