+1,782.9%
UPRO vs PAYC
+1,328.4%
+454.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.6% | -2.5% |
| 7D | +9.7% | -0.5% | +10.1% | +9.8% |
| 30D | -9.8% | +5.2% | -14.9% | -12.6% |
| 3M | -9.1% | +18.0% | -27.1% | -18.1% |
| 6M | +0.9% | +81.6% | -80.7% | -32.9% |
| YTD | +21.9% | +57.3% | -35.4% | -14.3% |
| 1Y | +19.8% | +49.8% | -30.0% | -13.4% |
| 3Y | +227.4% | +49.0% | +178.4% | +127.7% |
| 5Y | +100.1% | -47.8% | +147.9% | +152.3% |
| 10Y | +1,112.3% | +515.8% | +596.5% | +469.8% |
| All | +1,782.9% | +1,328.4% | +454.5% | +648.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling