+1,186.4%
UPRO vs RACE
+844.0%
+342.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.2% | +1.1% |
| 7D | -2.5% | +0.9% | -3.5% | -3.5% |
| 30D | -4.2% | +1.6% | -5.8% | -6.2% |
| 3M | +8.1% | +13.2% | -5.1% | -6.6% |
| 6M | +35.2% | +22.9% | +12.4% | +5.6% |
| YTD | +28.4% | +13.3% | +15.2% | +7.1% |
| 1Y | +39.3% | -12.7% | +51.9% | +49.2% |
| 3Y | +219.9% | +40.3% | +179.6% | +77.2% |
| 5Y | +142.8% | +96.5% | +46.3% | -6.5% |
| All | +1,186.4% | +844.0% | +342.5% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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