+1,186.4%
UPRO vs TRU
+147.2%
+1,039.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.5% | +1.5% |
| 7D | -2.5% | -2.7% | +0.2% | +0.1% |
| 30D | -4.2% | -2.0% | -2.2% | -3.0% |
| 3M | +8.1% | +18.4% | -10.4% | -11.7% |
| 6M | +35.2% | +8.9% | +26.4% | +17.7% |
| YTD | +28.4% | -8.9% | +37.4% | +28.9% |
| 1Y | +39.3% | -15.9% | +55.1% | +47.9% |
| 3Y | +219.9% | -1.1% | +221.0% | +154.1% |
| 5Y | +142.8% | -35.2% | +178.0% | +240.2% |
| All | +1,186.4% | +147.2% | +1,039.3% | +612.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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