+4,698.8%
UPRO vs INDA
+121.8%
+4,577.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | +7.4% | +1.1% | +6.3% | +5.8% |
| 30D | -7.9% | +9.4% | -17.3% | -18.8% |
| 3M | -12.0% | +2.9% | -15.0% | -15.6% |
| 6M | -2.0% | +7.2% | -9.2% | -10.8% |
| YTD | +20.4% | -4.8% | +25.2% | +29.8% |
| 1Y | +24.5% | -5.1% | +29.6% | +34.6% |
| 3Y | +224.4% | +16.7% | +207.7% | +167.9% |
| 5Y | +97.6% | +8.8% | +88.9% | +94.1% |
| 10Y | +1,097.3% | +116.2% | +981.1% | +498.8% |
| All | +4,698.8% | +121.8% | +4,577.0% | +2,289.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling