+13,342.5%
UPRO vs JBHT
+988.4%
+12,354.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -4.2% |
| 7D | +0.1% | +4.9% | -4.8% | -5.0% |
| 30D | -0.9% | +0.6% | -1.5% | -2.3% |
| 3M | +1.9% | -3.2% | +5.1% | +3.1% |
| 6M | +33.1% | +17.0% | +16.2% | +7.9% |
| YTD | +31.8% | +41.7% | -9.9% | -14.4% |
| 1Y | +48.3% | +90.0% | -41.7% | -35.6% |
| 3Y | +221.5% | +47.0% | +174.5% | +77.8% |
| 5Y | +136.7% | +58.3% | +78.4% | +20.4% |
| 10Y | +1,179.2% | +273.9% | +905.3% | +135.8% |
| All | +13,342.5% | +988.4% | +12,354.1% | +694.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling