+1,246.9%
UPRO vs RACE
+658.9%
+588.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +2.3% |
| 7D | -8.7% | +5.1% | -13.8% | -13.0% |
| 30D | -16.9% | +7.7% | -24.6% | -22.8% |
| 3M | -15.3% | +2.2% | -17.4% | -17.4% |
| 6M | -5.7% | +23.8% | -29.5% | -25.6% |
| YTD | +12.1% | +13.9% | -1.8% | -6.0% |
| 1Y | +16.4% | +3.8% | +12.6% | +7.2% |
| 3Y | +210.5% | +28.0% | +182.5% | +103.7% |
| 5Y | +82.4% | +64.9% | +17.5% | -5.7% |
| 10Y | +1,144.5% | +780.4% | +364.2% | +91.2% |
| All | +1,246.9% | +658.9% | +588.1% | +91.5% |
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 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