+13,342.5%
UPRO vs TAP
+51.1%
+13,291.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +0.1% | -2.3% | +2.4% | +2.0% |
| 30D | -0.9% | -2.1% | +1.3% | +0.5% |
| 3M | +1.9% | +6.6% | -4.7% | -5.8% |
| 6M | +33.1% | -11.5% | +44.6% | +42.7% |
| YTD | +31.8% | -10.3% | +42.1% | +36.7% |
| 1Y | +48.3% | -14.4% | +62.7% | +57.5% |
| 3Y | +221.5% | -28.3% | +249.8% | +283.0% |
| 5Y | +136.7% | +1.7% | +135.0% | +94.6% |
| 10Y | +1,179.2% | -49.2% | +1,228.4% | +1,897.9% |
| All | +13,342.5% | +51.1% | +13,291.4% | +4,283.4% |
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