+1,232.5%
UPRO vs RVTY
+134.6%
+1,098.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | +1.0% |
| 7D | -1.3% | -5.4% | +4.1% | +4.1% |
| 30D | -5.0% | +6.7% | -11.8% | -11.4% |
| 3M | +7.5% | +19.0% | -11.5% | -11.6% |
| 6M | +33.2% | +34.6% | -1.4% | -5.1% |
| YTD | +27.7% | +28.3% | -0.6% | -6.4% |
| 1Y | +43.0% | +46.0% | -3.0% | -10.0% |
| 3Y | +224.4% | +16.9% | +207.6% | +131.8% |
| 5Y | +135.9% | -32.9% | +168.8% | +235.4% |
| 10Y | +1,232.5% | +141.6% | +1,090.9% | +313.1% |
| All | +1,232.5% | +134.6% | +1,098.0% | +313.1% |
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