+1,186.4%
UPRO vs HRB
+209.1%
+977.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.1% |
| 7D | -2.5% | -8.0% | +5.5% | +2.0% |
| 30D | -4.2% | -16.0% | +11.7% | +5.1% |
| 3M | +8.1% | +26.9% | -18.8% | -8.9% |
| 6M | +35.2% | +51.1% | -15.9% | -1.9% |
| YTD | +28.4% | +7.1% | +21.4% | +14.5% |
| 1Y | +39.3% | -9.6% | +48.9% | +37.1% |
| 3Y | +219.9% | +25.4% | +194.5% | +137.7% |
| 5Y | +142.8% | +114.9% | +27.9% | +20.4% |
| All | +1,186.4% | +209.1% | +977.3% | +398.6% |
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