+1,110.0%
UPRO vs TD
+300.1%
+809.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.4% |
| 7D | +9.7% | +0.6% | +9.1% | +8.8% |
| 30D | -9.8% | +5.0% | -14.7% | -15.9% |
| 3M | -9.1% | +1.1% | -10.2% | -10.6% |
| 6M | +0.9% | +16.5% | -15.6% | -21.7% |
| YTD | +21.9% | +34.3% | -12.4% | -24.9% |
| 1Y | +19.8% | +52.9% | -33.1% | -40.5% |
| 3Y | +227.4% | +132.2% | +95.2% | -21.5% |
| 5Y | +100.1% | +101.9% | -1.8% | -34.9% |
| All | +1,110.0% | +300.1% | +809.8% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling