+140.1%
UPRO vs TECH
-41.7%
+181.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -0.9% | +0.7% | -1.6% | -1.3% |
| 3M | +1.9% | +36.3% | -34.4% | -18.2% |
| 6M | +33.1% | +25.6% | +7.5% | +8.5% |
| YTD | +31.8% | +23.7% | +8.1% | +7.1% |
| 1Y | +48.3% | +37.6% | +10.6% | +8.6% |
| 3Y | +221.5% | -6.6% | +228.1% | +200.6% |
| All | +140.1% | -41.7% | +181.8% | +227.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling