+1,095.1%
UPRO vs TRU
+183.1%
+912.0%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | +7.4% | 0.0% | +7.4% | +7.5% |
| 30D | -7.9% | +21.3% | -29.2% | -25.2% |
| 3M | -12.0% | +0.2% | -12.2% | -15.7% |
| 6M | -2.0% | +22.4% | -24.3% | -25.6% |
| YTD | +20.4% | -4.8% | +25.2% | +12.0% |
| 1Y | +24.5% | -0.2% | +24.7% | +9.7% |
| 3Y | +224.4% | +57.9% | +166.4% | +56.3% |
| 5Y | +97.6% | -26.1% | +123.8% | +131.2% |
| All | +1,095.1% | +183.1% | +912.0% | +502.9% |
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