+136.0%
UPRO vs GRMN
+76.7%
+59.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | +1.5% | +0.2% | +1.3% | +1.3% |
| 30D | -3.7% | -11.3% | +7.6% | +6.7% |
| 3M | +8.0% | +17.7% | -9.7% | -9.8% |
| 6M | +38.7% | +14.2% | +24.5% | +19.1% |
| YTD | +29.5% | +37.0% | -7.5% | -7.5% |
| 1Y | +46.1% | +17.0% | +29.1% | +19.9% |
| 3Y | +229.1% | +183.2% | +45.9% | -15.0% |
| 5Y | +136.0% | +77.3% | +58.7% | -10.4% |
| All | +136.0% | +76.7% | +59.3% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling