+1,091.6%
UPRO vs JBHT
+192.0%
+899.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.1% | +3.8% | +4.0% |
| 7D | -0.9% | +0.4% | -1.3% | -0.8% |
| 30D | -11.4% | -2.0% | -9.5% | -9.7% |
| 3M | -10.9% | -16.3% | +5.4% | +2.9% |
| 6M | -0.5% | -8.2% | +7.7% | +2.5% |
| YTD | +19.9% | +16.3% | +3.6% | -4.9% |
| 1Y | +24.2% | +32.2% | -8.0% | -14.2% |
| 3Y | +236.9% | +34.4% | +202.6% | +105.5% |
| 5Y | +96.6% | +20.3% | +76.2% | +37.6% |
| 10Y | +1,091.6% | +185.2% | +906.4% | +243.6% |
| All | +1,091.6% | +192.0% | +899.6% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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