+1,091.6%
UPRO vs RVTY
+217.6%
+874.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.6% | +3.3% | +3.6% |
| 7D | -0.9% | +6.0% | -6.9% | -6.3% |
| 30D | -11.4% | +4.3% | -15.7% | -15.1% |
| 3M | -10.9% | +40.2% | -51.1% | -37.3% |
| 6M | -0.5% | +59.3% | -59.8% | -39.9% |
| YTD | +19.9% | +66.5% | -46.7% | -32.9% |
| 1Y | +24.2% | +77.5% | -53.3% | -35.4% |
| 3Y | +236.9% | +92.5% | +144.5% | +44.3% |
| 5Y | +96.6% | -6.8% | +103.4% | +96.6% |
| 10Y | +1,091.6% | +225.4% | +866.2% | +189.4% |
| All | +1,091.6% | +217.6% | +874.0% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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