+136.0%
UPRO vs RPRX
+74.2%
+61.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.3% | +3.6% | +1.9% |
| 7D | +1.5% | -2.8% | +4.2% | +3.3% |
| 30D | -3.7% | +7.2% | -10.9% | -8.4% |
| 3M | +8.0% | +10.9% | -2.9% | -0.6% |
| 6M | +38.7% | +34.6% | +4.1% | +10.6% |
| YTD | +29.5% | +59.0% | -29.4% | -8.9% |
| 1Y | +46.1% | +72.5% | -26.4% | -4.5% |
| 3Y | +229.1% | +124.1% | +105.0% | +68.5% |
| 5Y | +136.0% | +75.9% | +60.1% | +75.1% |
| All | +136.0% | +74.2% | +61.8% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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