+1,110.0%
UPRO vs RBA
+204.3%
+905.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | +0.1% |
| 7D | +9.7% | -0.5% | +10.2% | +10.2% |
| 30D | -9.8% | +6.8% | -16.6% | -14.8% |
| 3M | -9.1% | +9.5% | -18.6% | -16.4% |
| 6M | +0.9% | -8.2% | +9.1% | +3.9% |
| YTD | +21.9% | -7.7% | +29.6% | +23.4% |
| 1Y | +19.8% | -6.9% | +26.7% | +20.3% |
| 3Y | +227.4% | +61.6% | +165.7% | +108.3% |
| 5Y | +100.1% | +44.7% | +55.4% | +34.1% |
| All | +1,110.0% | +204.3% | +905.7% | +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