+13,342.5%
UPRO vs HRB
+524.1%
+12,818.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | +1.3% |
| 7D | +0.1% | -5.7% | +5.7% | +3.7% |
| 30D | -0.9% | +7.9% | -8.8% | -7.0% |
| 3M | +1.9% | +32.1% | -30.2% | -17.8% |
| 6M | +33.1% | +62.2% | -29.1% | -10.8% |
| YTD | +31.8% | +16.4% | +15.4% | +9.1% |
| 1Y | +48.3% | -0.3% | +48.5% | +34.6% |
| 3Y | +221.5% | +36.0% | +185.4% | +121.7% |
| 5Y | +136.7% | +125.2% | +11.5% | +10.0% |
| 10Y | +1,179.2% | +237.7% | +941.5% | +303.7% |
| All | +13,342.5% | +524.1% | +12,818.4% | +2,597.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling