+1,232.5%
UPRO vs RUN
+43.6%
+1,189.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.1% | -0.2% |
| 7D | -1.3% | -1.8% | +0.5% | -0.9% |
| 30D | -5.0% | -10.8% | +5.8% | -2.3% |
| 3M | +7.5% | -30.2% | +37.7% | +17.3% |
| 6M | +33.2% | -22.3% | +55.6% | +39.8% |
| YTD | +27.7% | -52.2% | +79.9% | +47.4% |
| 1Y | +43.0% | -45.1% | +88.1% | +56.1% |
| 3Y | +224.4% | -37.1% | +261.5% | +132.2% |
| 5Y | +135.9% | -80.3% | +216.1% | +125.2% |
| 10Y | +1,232.5% | +45.2% | +1,187.3% | +380.1% |
| All | +1,232.5% | +43.6% | +1,189.0% | +380.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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