+81.9%
UPRO vs RBA
+37.7%
+44.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.7% |
| 7D | -8.7% | +4.3% | -13.0% | -11.2% |
| 30D | -16.9% | +16.3% | -33.2% | -25.3% |
| 3M | -15.3% | +1.3% | -16.6% | -16.8% |
| 6M | -5.7% | -11.1% | +5.3% | -1.0% |
| YTD | +12.1% | -8.5% | +20.5% | +14.0% |
| 1Y | +16.4% | -2.1% | +18.5% | +12.6% |
| 3Y | +210.5% | +44.6% | +166.0% | +130.0% |
| All | +81.9% | +37.7% | +44.2% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling