+5,153.2%
UPRO vs INDA
+115.1%
+5,038.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | +0.7% | -0.6% | -0.9% |
| 30D | -0.9% | -0.8% | -0.1% | +0.2% |
| 3M | +1.9% | +3.9% | -2.0% | -3.1% |
| 6M | +33.1% | -0.7% | +33.8% | +35.6% |
| YTD | +31.8% | -7.7% | +39.4% | +48.4% |
| 1Y | +48.3% | -5.1% | +53.4% | +60.4% |
| 3Y | +221.5% | +13.6% | +207.8% | +176.9% |
| 5Y | +136.7% | +7.8% | +128.9% | +136.7% |
| 10Y | +1,179.2% | +84.6% | +1,094.5% | +659.7% |
| All | +5,153.2% | +115.1% | +5,038.0% | +2,632.3% |
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 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