+1,186.4%
UPRO vs INDA
+84.7%
+1,101.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.5% | +0.9% |
| 7D | -2.5% | -2.7% | +0.1% | +1.9% |
| 30D | -4.2% | -2.8% | -1.5% | +0.2% |
| 3M | +8.1% | +1.6% | +6.4% | +5.4% |
| 6M | +35.2% | -1.4% | +36.7% | +39.5% |
| YTD | +28.4% | -10.1% | +38.6% | +53.5% |
| 1Y | +39.3% | -8.8% | +48.0% | +62.1% |
| 3Y | +219.9% | +7.6% | +212.3% | +189.3% |
| 5Y | +142.8% | +5.8% | +137.0% | +144.4% |
| All | +1,186.4% | +84.7% | +1,101.7% | +624.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling