+13,342.5%
UPRO vs TRMB
+507.8%
+12,834.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.2% |
| 7D | +0.1% | -2.5% | +2.6% | +2.6% |
| 30D | -0.9% | +1.5% | -2.4% | -2.8% |
| 3M | +1.9% | +6.8% | -4.8% | -6.0% |
| 6M | +33.1% | -14.9% | +48.1% | +51.2% |
| YTD | +31.8% | -24.1% | +55.9% | +65.4% |
| 1Y | +48.3% | -25.4% | +73.7% | +88.8% |
| 3Y | +221.5% | +8.0% | +213.5% | +187.0% |
| 5Y | +136.7% | -37.3% | +174.1% | +281.2% |
| 10Y | +1,179.2% | +116.8% | +1,062.4% | +670.1% |
| All | +13,342.5% | +507.8% | +12,834.7% | +2,470.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling