+12,127.5%
UPRO vs TECH
+443.3%
+11,684.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.1% | +6.9% | +6.9% |
| 7D | -0.9% | +0.2% | -1.1% | -1.1% |
| 30D | -11.4% | +0.5% | -11.9% | -11.8% |
| 3M | -10.9% | +0.9% | -11.8% | -11.5% |
| 6M | -0.5% | +51.0% | -51.6% | -34.7% |
| YTD | +19.9% | +24.4% | -4.5% | -12.7% |
| 1Y | +24.2% | +27.6% | -3.4% | -12.4% |
| 3Y | +236.9% | +29.9% | +207.0% | +95.3% |
| 5Y | +96.6% | -40.6% | +137.2% | +174.4% |
| 10Y | +1,091.6% | +196.7% | +894.9% | +128.0% |
| All | +12,127.5% | +443.3% | +11,684.2% | +865.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling