+210.5%
UPRO vs RCAT
+339.1%
-128.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +18.6% | -17.8% | -1.3% |
| 7D | -8.7% | -12.7% | +4.1% | -7.5% |
| 30D | -16.9% | -34.3% | +17.4% | -13.3% |
| 3M | -15.3% | -53.4% | +38.1% | -8.5% |
| 6M | -5.7% | -62.0% | +56.2% | +2.8% |
| YTD | +12.1% | -49.1% | +61.1% | +16.4% |
| 1Y | +16.4% | -53.1% | +69.6% | +21.2% |
| 3Y | +210.5% | +318.7% | -108.1% | +234.5% |
| All | +210.5% | +339.1% | -128.6% | +234.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling