+135.9%
UPRO vs HRB
+104.8%
+31.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.8% |
| 7D | -1.3% | -10.6% | +9.3% | +2.5% |
| 30D | -5.0% | -0.8% | -4.2% | -5.5% |
| 3M | +7.5% | +19.1% | -11.6% | -1.2% |
| 6M | +33.2% | +48.7% | -15.5% | +9.0% |
| YTD | +27.7% | +7.1% | +20.6% | +22.6% |
| 1Y | +43.0% | -8.3% | +51.4% | +47.8% |
| 3Y | +224.4% | +25.8% | +198.6% | +160.0% |
| 5Y | +135.9% | +111.1% | +24.8% | +49.1% |
| All | +135.9% | +104.8% | +31.0% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling