+1,125.0%
UPRO vs RBA
+209.3%
+915.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.3% |
| 7D | -3.8% | +0.6% | -4.4% | -4.2% |
| 30D | -8.9% | +9.0% | -17.8% | -15.2% |
| 3M | -7.4% | +7.2% | -14.6% | -13.5% |
| 6M | +1.6% | -7.8% | +9.3% | +4.2% |
| YTD | +23.2% | -6.4% | +29.5% | +23.2% |
| 1Y | +21.2% | -4.2% | +25.4% | +19.0% |
| 3Y | +230.8% | +64.1% | +166.7% | +108.1% |
| 5Y | +106.7% | +48.4% | +58.3% | +35.7% |
| 10Y | +1,125.0% | +209.9% | +915.1% | +292.0% |
| All | +1,125.0% | +209.3% | +915.7% | +292.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling