+218.4%
UPRO vs HRB
+29.4%
+188.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.9% | -4.0% | +1.2% | -2.5% |
| 30D | -12.4% | +15.8% | -28.2% | -13.9% |
| 3M | -11.9% | +12.0% | -23.9% | -13.2% |
| 6M | -1.7% | +40.7% | -42.4% | -6.7% |
| YTD | +18.5% | +21.0% | -2.4% | +19.3% |
| 1Y | +17.5% | +11.7% | +5.8% | +21.2% |
| 3Y | +218.4% | +25.0% | +193.4% | +201.5% |
| All | +218.4% | +29.4% | +188.9% | +201.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling