+139.2%
UPRO vs RVTY
-30.5%
+169.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +0.1% | +1.1% | -1.0% | -0.8% |
| 30D | -0.9% | +13.2% | -14.1% | -10.2% |
| 3M | +1.9% | +27.2% | -25.3% | -16.9% |
| 6M | +33.1% | +32.4% | +0.7% | +3.7% |
| YTD | +31.8% | +34.9% | -3.1% | -0.3% |
| 1Y | +48.3% | +52.4% | -4.1% | -0.1% |
| 3Y | +221.5% | +12.3% | +209.2% | +171.1% |
| All | +139.2% | -30.5% | +169.7% | +228.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling