+1,095.1%
UPRO vs PAYC
+510.1%
+584.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +7.4% | +4.9% | +2.6% | +4.1% |
| 30D | -7.9% | +4.1% | -12.0% | -10.7% |
| 3M | -12.0% | +11.5% | -23.5% | -19.0% |
| 6M | -2.0% | +85.3% | -87.2% | -40.0% |
| YTD | +20.4% | +57.3% | -36.9% | -20.4% |
| 1Y | +24.5% | +52.6% | -28.1% | -16.2% |
| 3Y | +224.4% | +48.3% | +176.1% | +109.0% |
| 5Y | +97.6% | -47.8% | +145.5% | +162.9% |
| All | +1,095.1% | +510.1% | +584.9% | +321.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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