+135.9%
UPRO vs TROW
-38.1%
+173.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | +0.5% |
| 7D | -1.3% | -1.5% | +0.2% | +0.6% |
| 30D | -5.0% | -5.3% | +0.3% | +1.4% |
| 3M | +7.5% | +2.9% | +4.5% | +2.1% |
| 6M | +33.2% | +22.2% | +11.0% | +2.2% |
| YTD | +27.7% | +8.1% | +19.6% | +13.0% |
| 1Y | +43.0% | +5.8% | +37.2% | +29.6% |
| 3Y | +224.4% | +14.0% | +210.4% | +170.3% |
| 5Y | +135.9% | -38.3% | +174.1% | +333.0% |
| All | +135.9% | -38.1% | +173.9% | +333.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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