+218.4%
UPRO vs PAYC
+46.8%
+171.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.3% |
| 7D | -2.9% | -9.5% | +6.6% | +0.5% |
| 30D | -12.4% | +2.5% | -14.9% | -13.1% |
| 3M | -11.9% | +11.7% | -23.5% | -15.1% |
| 6M | -1.7% | +74.6% | -76.3% | -21.3% |
| YTD | +18.5% | +50.4% | -31.8% | +1.1% |
| 1Y | +17.5% | +44.0% | -26.5% | +2.4% |
| 3Y | +218.4% | +42.5% | +175.9% | +205.8% |
| All | +218.4% | +46.8% | +171.5% | +205.8% |
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