+12,127.5%
UPRO vs TAP
+48.7%
+12,078.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.1% | +8.0% |
| 7D | -0.9% | -7.8% | +6.9% | +6.0% |
| 30D | -11.4% | +7.1% | -18.6% | -17.8% |
| 3M | -10.9% | -7.0% | -3.9% | -7.5% |
| 6M | -0.5% | -3.8% | +3.3% | -1.9% |
| YTD | +19.9% | -11.7% | +31.6% | +23.6% |
| 1Y | +24.2% | -10.1% | +34.3% | +25.0% |
| 3Y | +236.9% | -23.7% | +260.6% | +271.7% |
| 5Y | +96.6% | +2.9% | +93.7% | +56.8% |
| 10Y | +1,091.6% | -49.5% | +1,141.1% | +1,727.5% |
| All | +12,127.5% | +48.7% | +12,078.8% | +3,861.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 all: compounded portfolio wealth divided by compounded TAP 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…
all analysis · Full analysis span regression · 6 months rolling