+1,186.4%
UPRO vs ITOT
+303.4%
+883.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | 0.0% |
| 7D | -2.5% | -0.9% | -1.6% | +0.1% |
| 30D | -4.2% | -1.5% | -2.8% | +0.1% |
| 3M | +8.1% | +3.6% | +4.5% | -1.4% |
| 6M | +35.2% | +13.7% | +21.5% | -4.5% |
| YTD | +28.4% | +12.9% | +15.5% | -6.8% |
| 1Y | +39.3% | +17.2% | +22.1% | -8.2% |
| 3Y | +219.9% | +75.6% | +144.3% | -25.8% |
| 5Y | +142.8% | +75.5% | +67.3% | -29.5% |
| All | +1,186.4% | +303.4% | +883.0% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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