+11,332.2%
UPRO vs GEN
+450.1%
+10,882.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +2.7% |
| 7D | -8.7% | +2.3% | -11.0% | -10.1% |
| 30D | -16.9% | +33.1% | -49.9% | -33.7% |
| 3M | -15.3% | +6.5% | -21.7% | -22.4% |
| 6M | -5.7% | +53.8% | -59.5% | -36.3% |
| YTD | +12.1% | +11.2% | +0.9% | -4.3% |
| 1Y | +16.4% | +19.4% | -3.0% | -6.1% |
| 3Y | +210.5% | +81.0% | +129.5% | +80.0% |
| 5Y | +82.4% | +33.4% | +48.9% | +32.2% |
| 10Y | +1,144.5% | +164.3% | +980.2% | +344.8% |
| All | +11,332.2% | +450.1% | +10,882.1% | +1,789.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling