+1,125.0%
UPRO vs RUN
+74.1%
+1,050.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.1% | -0.2% | +2.8% |
| 7D | -3.8% | +3.2% | -7.0% | -5.5% |
| 30D | -8.9% | +19.5% | -28.4% | -14.6% |
| 3M | -7.4% | -9.6% | +2.1% | -6.7% |
| 6M | +1.6% | -37.3% | +38.9% | +12.0% |
| YTD | +23.2% | -50.7% | +73.9% | +38.7% |
| 1Y | +21.2% | -54.1% | +75.3% | +38.6% |
| 3Y | +230.8% | -3.9% | +234.7% | +102.7% |
| 5Y | +106.7% | -84.4% | +191.1% | +116.7% |
| 10Y | +1,125.0% | +77.5% | +1,047.5% | +317.6% |
| All | +1,125.0% | +74.1% | +1,050.9% | +317.6% |
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