+210.5%
UPRO vs RBA
+42.3%
+168.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.6% |
| 7D | -8.7% | +4.3% | -13.0% | -10.8% |
| 30D | -16.9% | +16.3% | -33.2% | -24.1% |
| 3M | -15.3% | +1.3% | -16.6% | -16.4% |
| 6M | -5.7% | -11.1% | +5.3% | -1.4% |
| YTD | +12.1% | -8.5% | +20.5% | +13.5% |
| 1Y | +16.4% | -2.1% | +18.5% | +12.2% |
| 3Y | +210.5% | +44.6% | +166.0% | +169.1% |
| All | +210.5% | +42.3% | +168.2% | +169.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling