+1,232.5%
UPRO vs TECH
+179.6%
+1,053.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -5.0% | +0.3% | -5.3% | -5.2% |
| 3M | +7.5% | +32.9% | -25.4% | -17.0% |
| 6M | +33.2% | +32.1% | +1.2% | -2.4% |
| YTD | +27.7% | +23.4% | +4.3% | -2.4% |
| 1Y | +43.0% | +34.1% | +9.0% | -1.3% |
| 3Y | +224.4% | +2.2% | +222.3% | +156.0% |
| 5Y | +135.9% | -41.8% | +177.7% | +240.8% |
| 10Y | +1,232.5% | +188.9% | +1,043.6% | +241.0% |
| All | +1,232.5% | +179.6% | +1,053.0% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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