+407.3%
UPRO vs JAAA
+29.3%
+378.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.7% |
| 7D | -6.0% | +0.1% | -6.1% | -6.4% |
| 30D | -5.8% | +0.4% | -6.2% | -7.7% |
| 3M | +10.8% | +1.2% | +9.6% | +4.8% |
| 6M | +31.6% | +2.7% | +28.9% | +16.6% |
| YTD | +25.4% | +3.2% | +22.2% | +8.9% |
| 1Y | +39.2% | +4.8% | +34.4% | +13.1% |
| 3Y | +218.5% | +19.0% | +199.5% | +103.9% |
| 5Y | +137.1% | +26.8% | +110.3% | +33.7% |
| All | +407.3% | +29.3% | +378.1% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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