+12,127.5%
UPRO vs RCAT
-99.8%
+12,227.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +11.4% | -4.4% | +6.9% |
| 7D | -0.9% | +1.1% | -2.0% | -0.9% |
| 30D | -11.4% | -22.0% | +10.6% | -11.3% |
| 3M | -10.9% | -51.1% | +40.2% | -10.5% |
| 6M | -0.5% | -56.6% | +56.1% | -0.1% |
| YTD | +19.9% | -43.3% | +63.1% | +20.1% |
| 1Y | +24.2% | -51.5% | +75.7% | +24.5% |
| 3Y | +236.9% | +411.4% | -174.4% | +232.2% |
| 5Y | +96.6% | +74.4% | +22.1% | +94.3% |
| 10Y | +1,091.6% | -99.6% | +1,191.2% | +1,056.2% |
| All | +12,127.5% | -99.8% | +12,227.2% | +11,664.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling