+99.1%
UPRO vs PAYC
-51.4%
+150.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.4% |
| 7D | -2.9% | -9.5% | +6.6% | +2.3% |
| 30D | -12.4% | +2.5% | -14.9% | -13.7% |
| 3M | -11.9% | +11.7% | -23.5% | -17.2% |
| 6M | -1.7% | +74.6% | -76.3% | -30.2% |
| YTD | +18.5% | +50.4% | -31.8% | -10.5% |
| 1Y | +17.5% | +44.0% | -26.5% | -9.2% |
| 3Y | +218.4% | +42.5% | +175.9% | +139.7% |
| 5Y | +99.1% | -50.3% | +149.4% | +224.7% |
| All | +99.1% | -51.4% | +150.5% | +224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling