+1,155.3%
UPRO vs RCAT
-98.4%
+1,253.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -1.8% |
| 7D | +1.5% | +5.4% | -3.9% | +1.4% |
| 30D | -3.7% | -5.6% | +1.9% | -3.6% |
| 3M | +8.0% | -30.2% | +38.2% | +8.6% |
| 6M | +38.7% | -43.4% | +82.0% | +39.6% |
| YTD | +29.5% | +9.6% | +19.9% | +28.7% |
| 1Y | +46.1% | -2.0% | +48.1% | +45.0% |
| 3Y | +229.1% | +825.0% | -595.9% | +212.2% |
| 5Y | +136.0% | +199.8% | -63.8% | +125.5% |
| 10Y | +1,155.3% | -98.4% | +1,253.7% | +1,040.5% |
| All | +1,155.3% | -98.4% | +1,253.7% | +1,040.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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