+12,463.5%
UPRO vs GEN
+465.8%
+11,997.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.1% | +1.8% | +2.4% |
| 7D | -3.8% | -0.8% | -3.0% | -3.2% |
| 30D | -8.9% | +31.2% | -40.1% | -26.5% |
| 3M | -7.4% | +6.1% | -13.5% | -14.9% |
| 6M | +1.6% | +38.1% | -36.6% | -24.8% |
| YTD | +23.2% | +14.4% | +8.8% | +3.1% |
| 1Y | +21.2% | +15.1% | +6.1% | +0.7% |
| 3Y | +230.8% | +68.5% | +162.3% | +103.8% |
| 5Y | +106.7% | +35.8% | +70.8% | +48.3% |
| 10Y | +1,125.0% | +155.4% | +969.6% | +355.0% |
| All | +12,463.5% | +465.8% | +11,997.7% | +1,936.0% |
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