+1,232.5%
UPRO vs PAYC
+329.2%
+903.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.4% |
| 7D | -1.3% | -8.7% | +7.4% | +4.6% |
| 30D | -5.0% | +1.2% | -6.2% | -6.1% |
| 3M | +7.5% | +58.6% | -51.1% | -25.3% |
| 6M | +33.2% | +56.6% | -23.4% | -9.3% |
| YTD | +27.7% | +36.2% | -8.5% | -5.8% |
| 1Y | +43.0% | -2.2% | +45.2% | +32.0% |
| 3Y | +224.4% | -22.3% | +246.7% | +206.9% |
| 5Y | +135.9% | -53.9% | +189.7% | +236.4% |
| 10Y | +1,232.5% | +347.5% | +885.0% | +490.6% |
| All | +1,232.5% | +329.2% | +903.3% | +490.6% |
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