+12,333.2%
UPRO vs HRB
+545.4%
+11,787.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +9.7% | -7.8% | +17.4% | +14.9% |
| 30D | -9.8% | +15.7% | -25.5% | -18.6% |
| 3M | -9.1% | -5.5% | -3.6% | -7.7% |
| 6M | +0.9% | +41.1% | -40.2% | -23.7% |
| YTD | +21.9% | +20.4% | +1.5% | -2.8% |
| 1Y | +19.8% | +15.2% | +4.5% | -2.0% |
| 3Y | +227.4% | +24.3% | +203.1% | +138.3% |
| 5Y | +100.1% | +144.7% | -44.6% | -13.2% |
| 10Y | +1,112.3% | +227.8% | +884.5% | +287.2% |
| All | +12,333.2% | +545.4% | +11,787.8% | +2,302.7% |
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