+1,110.0%
UPRO vs HRB
+226.2%
+883.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +9.7% | -7.8% | +17.4% | +14.3% |
| 30D | -9.8% | +15.7% | -25.5% | -17.7% |
| 3M | -9.1% | -5.5% | -3.6% | -7.8% |
| 6M | +0.9% | +41.1% | -40.2% | -21.5% |
| YTD | +21.9% | +20.4% | +1.5% | +0.5% |
| 1Y | +19.8% | +15.2% | +4.5% | +1.2% |
| 3Y | +227.4% | +24.3% | +203.1% | +146.3% |
| 5Y | +100.1% | +144.7% | -44.6% | -9.1% |
| All | +1,110.0% | +226.2% | +883.8% | +354.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling