+99.1%
UPRO vs RY
+123.9%
-24.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.6% | +5.1% | +4.7% |
| 7D | -2.9% | -0.6% | -2.3% | -1.3% |
| 30D | -12.4% | +6.1% | -18.6% | -20.6% |
| 3M | -11.9% | -3.4% | -8.5% | -6.3% |
| 6M | -1.7% | +12.8% | -14.4% | -21.0% |
| YTD | +18.5% | +21.0% | -2.5% | -15.8% |
| 1Y | +17.5% | +40.5% | -23.0% | -36.3% |
| 3Y | +218.4% | +159.9% | +58.5% | -45.0% |
| 5Y | +99.1% | +125.0% | -25.8% | -49.0% |
| All | +99.1% | +123.9% | -24.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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