+13,342.5%
UPRO vs GEN
+466.0%
+12,876.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | +0.4% |
| 7D | +0.1% | -1.2% | +1.3% | +0.9% |
| 30D | -0.9% | +10.1% | -11.0% | -8.1% |
| 3M | +1.9% | +16.1% | -14.1% | -10.0% |
| 6M | +33.1% | +38.9% | -5.7% | +0.4% |
| YTD | +31.8% | +14.4% | +17.4% | +14.4% |
| 1Y | +48.3% | +5.9% | +42.4% | +36.2% |
| 3Y | +221.5% | +58.8% | +162.7% | +114.4% |
| 5Y | +136.7% | +24.7% | +112.1% | +88.0% |
| 10Y | +1,179.2% | +163.1% | +1,016.1% | +377.5% |
| All | +13,342.5% | +466.0% | +12,876.5% | +2,160.8% |
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