+136.0%
UPRO vs HBM
+369.9%
-233.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.8% | -7.4% | -4.2% |
| 7D | +1.5% | +7.4% | -5.9% | -1.8% |
| 30D | -3.7% | +5.1% | -8.8% | -6.4% |
| 3M | +8.0% | +11.1% | -3.1% | +1.1% |
| 6M | +38.7% | +30.2% | +8.4% | +19.0% |
| YTD | +29.5% | +46.2% | -16.7% | +2.4% |
| 1Y | +46.1% | +120.0% | -74.0% | -6.2% |
| 3Y | +229.1% | +527.4% | -298.3% | +18.3% |
| 5Y | +136.0% | +400.4% | -264.4% | -5.2% |
| All | +136.0% | +369.9% | -233.9% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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