+224.4%
UPRO vs GEN
+67.9%
+156.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -2.4% |
| 7D | +7.4% | +2.0% | +5.4% | +6.3% |
| 30D | -7.9% | +27.7% | -35.6% | -19.2% |
| 3M | -12.0% | +3.3% | -15.3% | -14.3% |
| 6M | -2.0% | +31.8% | -33.8% | -19.1% |
| YTD | +20.4% | +13.5% | +6.9% | +10.1% |
| 1Y | +24.5% | +16.0% | +8.5% | +11.7% |
| 3Y | +224.4% | +70.6% | +153.8% | +137.1% |
| All | +224.4% | +67.9% | +156.5% | +137.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling