+81.9%
UPRO vs RGEN
-35.1%
+117.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.1% | -0.6% |
| 7D | -8.7% | -1.9% | -6.7% | -7.6% |
| 30D | -16.9% | +3.7% | -20.6% | -18.3% |
| 3M | -15.3% | +8.8% | -24.1% | -19.6% |
| 6M | -5.7% | +38.0% | -43.7% | -22.2% |
| YTD | +12.1% | +5.9% | +6.2% | +4.8% |
| 1Y | +16.4% | +19.7% | -3.2% | +2.2% |
| 3Y | +210.5% | +20.5% | +190.0% | +150.4% |
| All | +81.9% | -35.1% | +117.0% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling