+175.3%
UPRO vs MNDY
-50.8%
+226.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.0% | -6.8% | -3.4% |
| 7D | -6.0% | -12.5% | +6.5% | -2.3% |
| 30D | -5.8% | -2.6% | -3.1% | -5.7% |
| 3M | +10.8% | +4.2% | +6.6% | +7.2% |
| 6M | +31.6% | +9.8% | +21.8% | +22.6% |
| YTD | +25.4% | -42.3% | +67.7% | +42.0% |
| 1Y | +39.2% | -54.5% | +93.8% | +68.6% |
| 3Y | +218.5% | -50.3% | +268.8% | +254.5% |
| 5Y | +137.1% | -77.1% | +214.2% | +147.6% |
| All | +175.3% | -50.8% | +226.1% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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