+236.9%
UPRO vs RACE
+26.8%
+210.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.7% | +6.3% | +6.6% |
| 7D | -0.9% | +3.9% | -4.8% | -2.9% |
| 30D | -11.4% | +7.4% | -18.9% | -14.9% |
| 3M | -10.9% | +1.6% | -12.5% | -11.7% |
| 6M | -0.5% | +23.3% | -23.9% | -12.5% |
| YTD | +19.9% | +14.7% | +5.2% | +9.1% |
| 1Y | +24.2% | +2.5% | +21.7% | +21.1% |
| 3Y | +236.9% | +28.0% | +209.0% | +176.2% |
| All | +236.9% | +26.8% | +210.1% | +176.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling