+1,483.8%
UPRO vs RACE
+647.6%
+836.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | +0.7% |
| 7D | +0.1% | -2.5% | +2.6% | +2.6% |
| 30D | -0.9% | +0.8% | -1.7% | -2.0% |
| 3M | +1.9% | +17.2% | -15.2% | -14.2% |
| 6M | +33.1% | +13.6% | +19.5% | +14.4% |
| YTD | +31.8% | +12.2% | +19.6% | +12.3% |
| 1Y | +48.3% | -16.3% | +64.5% | +65.7% |
| 3Y | +221.5% | +36.4% | +185.0% | +95.5% |
| 5Y | +136.7% | +95.0% | +41.8% | +2.3% |
| 10Y | +1,179.2% | +813.2% | +365.9% | +93.3% |
| All | +1,483.8% | +647.6% | +836.2% | +128.7% |
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