+1,235.8%
UPRO vs RACE
+670.3%
+565.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -2.3% | -10.8% | -10.8% |
| 7D | -14.4% | +5.7% | -20.0% | -18.8% |
| 30D | -18.2% | +9.3% | -27.5% | -25.1% |
| 3M | -16.4% | +3.8% | -20.2% | -19.8% |
| 6M | -2.6% | +29.8% | -32.4% | -26.8% |
| YTD | +11.1% | +15.6% | -4.5% | -8.1% |
| 1Y | +11.8% | +5.1% | +6.7% | +1.7% |
| 3Y | +209.9% | +30.8% | +179.1% | +98.8% |
| 5Y | +80.9% | +67.4% | +13.5% | -7.8% |
| 10Y | +1,134.2% | +793.6% | +340.6% | +86.9% |
| All | +1,235.8% | +670.3% | +565.4% | +87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling