+29.8%
UPRO vs PTC
+0.1%
+29.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.8% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -4.3% | +1.5% | -5.8% | -4.5% |
| 3M | -4.3% | +37.8% | -42.1% | -8.2% |
| 6M | +14.7% | +41.2% | -26.5% | +10.3% |
| YTD | +28.0% | +12.0% | +16.0% | +38.3% |
| 1Y | +29.8% | +1.6% | +28.2% | +48.1% |
| All | +29.8% | +0.1% | +29.7% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling