+106.7%
UPRO vs INDA
+10.5%
+96.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.4% |
| 7D | -3.8% | +3.1% | -6.9% | -9.1% |
| 30D | -8.9% | +11.3% | -20.1% | -25.7% |
| 3M | -7.4% | +3.0% | -10.4% | -12.6% |
| 6M | +1.6% | +6.5% | -5.0% | -9.9% |
| YTD | +23.2% | -4.6% | +27.7% | +35.2% |
| 1Y | +21.2% | -5.8% | +27.0% | +36.3% |
| 3Y | +230.8% | +16.8% | +214.0% | +126.4% |
| 5Y | +106.7% | +10.4% | +96.3% | +64.4% |
| All | +106.7% | +10.5% | +96.2% | +64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling