+164.3%
UPRO vs MNDY
-55.0%
+219.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.6% |
| 7D | +7.4% | -11.3% | +18.7% | +10.9% |
| 30D | -7.9% | -10.8% | +2.9% | -5.4% |
| 3M | -12.0% | -17.3% | +5.3% | -8.8% |
| 6M | -2.0% | +15.2% | -17.2% | -10.6% |
| YTD | +20.4% | -47.1% | +67.5% | +37.8% |
| 1Y | +24.5% | -51.4% | +75.9% | +46.3% |
| 3Y | +224.4% | -49.6% | +274.0% | +254.7% |
| 5Y | +97.6% | -78.6% | +176.2% | +108.0% |
| All | +164.3% | -55.0% | +219.3% | +211.4% |
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