+97.5%
UPRO vs RRX
+9.8%
+87.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.0% | +0.4% |
| 7D | +7.4% | +4.3% | +3.1% | +4.4% |
| 30D | -7.9% | +12.3% | -20.2% | -15.7% |
| 3M | -12.0% | +3.7% | -15.7% | -15.1% |
| 6M | -2.0% | -13.9% | +12.0% | +4.2% |
| YTD | +20.4% | +26.5% | -6.1% | -10.4% |
| 1Y | +24.5% | +29.3% | -4.8% | -9.5% |
| 3Y | +224.4% | +65.6% | +158.8% | +67.7% |
| All | +97.5% | +9.8% | +87.7% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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