+12,463.5%
UPRO vs TAP
+48.1%
+12,415.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.5% |
| 7D | -3.8% | -8.0% | +4.2% | +3.1% |
| 30D | -8.9% | +4.1% | -12.9% | -13.3% |
| 3M | -7.4% | -4.4% | -3.1% | -6.2% |
| 6M | +1.6% | -1.9% | +3.5% | -1.5% |
| YTD | +23.2% | -12.1% | +35.2% | +27.4% |
| 1Y | +21.2% | -12.0% | +33.3% | +24.4% |
| 3Y | +230.8% | -25.0% | +255.8% | +270.7% |
| 5Y | +106.7% | -1.1% | +107.8% | +71.5% |
| 10Y | +1,125.0% | -47.6% | +1,172.7% | +1,704.5% |
| All | +12,463.5% | +48.1% | +12,415.4% | +3,983.0% |
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