+218.1%
UPRO vs PAYC
-22.8%
+240.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.0% |
| 7D | -1.3% | -8.7% | +7.4% | +0.9% |
| 30D | -5.0% | +1.2% | -6.2% | -5.4% |
| 3M | +7.5% | +58.6% | -51.1% | -6.2% |
| 6M | +33.2% | +56.6% | -23.4% | +15.6% |
| YTD | +27.7% | +36.2% | -8.5% | +15.8% |
| 1Y | +43.0% | -2.2% | +45.2% | +45.2% |
| All | +218.1% | -22.8% | +240.9% | +262.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling