+135.9%
UPRO vs INDA
+5.9%
+130.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | +0.2% |
| 7D | -1.3% | -2.6% | +1.3% | +3.7% |
| 30D | -5.0% | -2.9% | -2.1% | +0.4% |
| 3M | +7.5% | +2.4% | +5.1% | +2.9% |
| 6M | +33.2% | -2.6% | +35.9% | +40.8% |
| YTD | +27.7% | -10.0% | +37.7% | +56.6% |
| 1Y | +43.0% | -7.7% | +50.7% | +66.1% |
| 3Y | +224.4% | +8.9% | +215.5% | +157.5% |
| 5Y | +135.9% | +6.0% | +129.9% | +104.3% |
| All | +135.9% | +5.9% | +130.0% | +104.3% |
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