+1,095.1%
UPRO vs RGEN
+415.2%
+679.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.6% |
| 7D | +7.4% | -3.3% | +10.7% | +9.3% |
| 30D | -7.9% | -5.8% | -2.0% | -4.8% |
| 3M | -12.0% | +0.2% | -12.2% | -13.3% |
| 6M | -2.0% | +56.8% | -58.7% | -25.9% |
| YTD | +20.4% | +2.4% | +18.0% | +13.4% |
| 1Y | +24.5% | +11.4% | +13.1% | +11.8% |
| 3Y | +224.4% | +15.2% | +209.2% | +160.9% |
| 5Y | +97.6% | -35.1% | +132.7% | +103.0% |
| All | +1,095.1% | +415.2% | +679.9% | +277.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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