+136.0%
UPRO vs PAYC
-53.3%
+189.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | +1.0% |
| 7D | +1.5% | -7.9% | +9.4% | +5.7% |
| 30D | -3.7% | +2.1% | -5.8% | -5.0% |
| 3M | +8.0% | +61.8% | -53.8% | -19.5% |
| 6M | +38.7% | +59.9% | -21.3% | +1.8% |
| YTD | +29.5% | +38.5% | -9.0% | +2.4% |
| 1Y | +46.1% | -1.4% | +47.5% | +41.1% |
| 3Y | +229.1% | -21.0% | +250.1% | +239.4% |
| 5Y | +136.0% | -52.9% | +188.9% | +209.2% |
| All | +136.0% | -53.3% | +189.3% | +209.2% |
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