+1,091.6%
UPRO vs PTC
+326.2%
+765.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.4% | +6.5% | +6.6% |
| 7D | -0.9% | +0.8% | -1.7% | -1.5% |
| 30D | -11.4% | +0.7% | -12.2% | -11.9% |
| 3M | -10.9% | +32.6% | -43.5% | -36.3% |
| 6M | -0.5% | +33.6% | -34.1% | -32.6% |
| YTD | +19.9% | +12.4% | +7.4% | -5.5% |
| 1Y | +24.2% | +11.2% | +13.0% | -1.1% |
| 3Y | +236.9% | +31.7% | +205.3% | +120.7% |
| 5Y | +96.6% | +60.1% | +36.5% | +11.1% |
| 10Y | +1,091.6% | +317.2% | +774.4% | +221.6% |
| All | +1,091.6% | +326.2% | +765.4% | +221.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling