+12,127.5%
UPRO vs RRC
+29.6%
+12,097.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.7% | +6.9% |
| 7D | -0.9% | -10.3% | +9.4% | +3.3% |
| 30D | -11.4% | +19.5% | -30.9% | -17.9% |
| 3M | -10.9% | +27.9% | -38.8% | -19.9% |
| 6M | -0.5% | +21.2% | -21.7% | -9.5% |
| YTD | +19.9% | +39.6% | -19.7% | +1.9% |
| 1Y | +24.2% | +31.3% | -7.1% | +7.8% |
| 3Y | +236.9% | +51.9% | +185.0% | +174.4% |
| 5Y | +96.6% | +110.2% | -13.6% | +33.9% |
| 10Y | +1,091.6% | +56.7% | +1,034.9% | +589.3% |
| All | +12,127.5% | +29.6% | +12,097.9% | +5,708.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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