+13,114.2%
UPRO vs TROW
+374.8%
+12,739.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.2% |
| 7D | +1.5% | +0.4% | +1.1% | +0.9% |
| 30D | -3.7% | -4.0% | +0.3% | +1.8% |
| 3M | +8.0% | +5.0% | +3.0% | -0.9% |
| 6M | +38.7% | +24.3% | +14.3% | +0.4% |
| YTD | +29.5% | +9.8% | +19.8% | +10.2% |
| 1Y | +46.1% | +6.4% | +39.6% | +29.2% |
| 3Y | +229.1% | +15.8% | +213.3% | +161.3% |
| 5Y | +136.0% | -37.3% | +173.3% | +370.8% |
| 10Y | +1,155.3% | +130.6% | +1,024.6% | +362.6% |
| All | +13,114.2% | +374.8% | +12,739.4% | +2,319.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling