+1,091.6%
UPRO vs RBA
+236.6%
+855.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.4% | +4.6% | +5.1% |
| 7D | -0.9% | +2.5% | -3.4% | -2.6% |
| 30D | -11.4% | +11.6% | -23.0% | -19.1% |
| 3M | -10.9% | +1.5% | -12.4% | -13.1% |
| 6M | -0.5% | -6.6% | +6.1% | +1.0% |
| YTD | +19.9% | -6.3% | +26.1% | +19.9% |
| 1Y | +24.2% | -4.0% | +28.2% | +21.7% |
| 3Y | +236.9% | +47.3% | +189.7% | +129.4% |
| 5Y | +96.6% | +47.7% | +48.9% | +29.9% |
| 10Y | +1,091.6% | +224.7% | +866.9% | +277.4% |
| All | +1,091.6% | +236.6% | +855.0% | +277.4% |
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