+13,342.5%
UPRO vs RBA
+413.5%
+12,929.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.5% |
| 7D | +0.1% | -2.9% | +3.0% | +2.4% |
| 30D | -0.9% | -12.3% | +11.4% | +8.9% |
| 3M | +1.9% | -20.5% | +22.5% | +18.4% |
| 6M | +33.1% | -18.5% | +51.7% | +51.3% |
| YTD | +31.8% | -18.2% | +50.0% | +47.8% |
| 1Y | +48.3% | -27.5% | +75.8% | +81.8% |
| 3Y | +221.5% | +38.1% | +183.4% | +135.9% |
| 5Y | +136.7% | +44.8% | +92.0% | +61.5% |
| 10Y | +1,179.2% | +187.1% | +992.0% | +413.9% |
| All | +13,342.5% | +413.5% | +12,929.0% | +3,005.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling