+1,232.5%
UPRO vs TRMB
+113.5%
+1,119.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | +1.1% |
| 7D | -1.3% | -2.9% | +1.6% | +1.8% |
| 30D | -5.0% | -1.8% | -3.2% | -3.8% |
| 3M | +7.5% | +8.4% | -0.9% | -3.8% |
| 6M | +33.2% | -18.5% | +51.8% | +60.7% |
| YTD | +27.7% | -26.7% | +54.5% | +71.1% |
| 1Y | +43.0% | -28.3% | +71.3% | +95.4% |
| 3Y | +224.4% | +12.6% | +211.8% | +164.7% |
| 5Y | +135.9% | -38.7% | +174.6% | +306.4% |
| 10Y | +1,232.5% | +120.8% | +1,111.7% | +613.0% |
| All | +1,232.5% | +113.5% | +1,119.0% | +613.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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