+229.1%
UPRO vs HRB
+28.7%
+200.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.5% | +4.8% | -0.8% |
| 7D | +1.5% | -9.1% | +10.5% | +2.7% |
| 30D | -3.7% | +0.3% | -4.0% | -4.0% |
| 3M | +8.0% | +23.4% | -15.4% | +3.9% |
| 6M | +38.7% | +45.1% | -6.5% | +28.4% |
| YTD | +29.5% | +8.9% | +20.7% | +31.6% |
| 1Y | +46.1% | -7.9% | +54.0% | +56.7% |
| 3Y | +229.1% | +27.9% | +201.2% | +184.5% |
| All | +229.1% | +28.7% | +200.4% | +184.5% |
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