+1,095.1%
UPRO vs RACE
+729.2%
+365.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -2.7% |
| 7D | +7.4% | -1.2% | +8.6% | +8.8% |
| 30D | -7.9% | +6.1% | -14.0% | -13.5% |
| 3M | -12.0% | -0.3% | -11.7% | -12.2% |
| 6M | -2.0% | +23.4% | -25.4% | -23.7% |
| YTD | +20.4% | +12.5% | +7.9% | +0.8% |
| 1Y | +24.5% | -0.5% | +25.0% | +19.3% |
| 3Y | +224.4% | +23.6% | +200.7% | +109.7% |
| 5Y | +97.6% | +65.4% | +32.2% | -7.4% |
| All | +1,095.1% | +729.2% | +365.9% | +73.4% |
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