+1,071.1%
UPRO vs RGEN
+457.6%
+613.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | +0.3% |
| 7D | -2.9% | -2.4% | -0.5% | -1.3% |
| 30D | -12.4% | +0.1% | -12.5% | -12.3% |
| 3M | -11.9% | +6.6% | -18.5% | -15.9% |
| 6M | -1.7% | +40.9% | -42.6% | -21.3% |
| YTD | +18.5% | +6.2% | +12.4% | +9.6% |
| 1Y | +17.5% | +19.4% | -1.9% | +1.6% |
| 3Y | +218.4% | +17.9% | +200.5% | +153.3% |
| 5Y | +99.1% | -34.0% | +133.1% | +103.1% |
| 10Y | +1,071.1% | +453.9% | +617.2% | +264.1% |
| All | +1,071.1% | +457.6% | +613.5% | +264.1% |
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