+18.8%
UPRO vs LDOS
-30.4%
+49.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.3% | +4.6% | +6.7% |
| 7D | -0.9% | -5.8% | +4.9% | -0.3% |
| 30D | -11.4% | +11.6% | -23.0% | -12.9% |
| 3M | -10.9% | -1.0% | -9.9% | -10.7% |
| 6M | -0.5% | +5.1% | -5.6% | -1.1% |
| YTD | +19.9% | -24.0% | +43.9% | +24.2% |
| All | +18.8% | -30.4% | +49.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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