+16.4%
UPRO vs LBRT
-31.1%
+47.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.5% | -0.1% |
| 7D | -8.7% | -29.1% | +20.5% | -3.9% |
| 30D | -16.9% | -38.4% | +21.5% | -10.8% |
| 3M | -15.3% | -40.1% | +24.8% | -8.9% |
| 6M | -5.7% | -62.9% | +57.2% | +7.1% |
| YTD | +12.1% | -34.5% | +46.6% | +8.1% |
| 1Y | +16.4% | -30.2% | +46.6% | +9.2% |
| All | +16.4% | -31.1% | +47.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 1y: compounded portfolio wealth divided by compounded LBRT 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…
1y analysis · Full analysis span regression · 6 months rolling