+106.7%
UPRO vs RACE
+68.9%
+37.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | -3.8% | -3.9% | +0.1% | +0.1% |
| 30D | -8.9% | +6.8% | -15.7% | -14.1% |
| 3M | -7.4% | +1.3% | -8.8% | -8.8% |
| 6M | +1.6% | +26.3% | -24.7% | -19.9% |
| YTD | +23.2% | +13.8% | +9.4% | +5.1% |
| 1Y | +21.2% | -0.5% | +21.7% | +18.6% |
| 3Y | +230.8% | +25.6% | +205.2% | +104.3% |
| 5Y | +106.7% | +67.6% | +39.1% | -18.5% |
| All | +106.7% | +68.9% | +37.8% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling