+11,991.0%
UPRO vs HRB
+548.7%
+11,442.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.9% | -4.0% | +1.2% | -0.6% |
| 30D | -12.4% | +15.8% | -28.2% | -21.0% |
| 3M | -11.9% | +12.0% | -23.9% | -20.6% |
| 6M | -1.7% | +40.7% | -42.4% | -25.5% |
| YTD | +18.5% | +21.0% | -2.4% | -5.8% |
| 1Y | +17.5% | +11.7% | +5.8% | -1.7% |
| 3Y | +218.4% | +25.0% | +193.4% | +131.1% |
| 5Y | +99.1% | +141.0% | -41.9% | -12.6% |
| 10Y | +1,071.1% | +241.3% | +829.8% | +262.8% |
| All | +11,991.0% | +548.7% | +11,442.3% | +2,229.2% |
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