+1,180.5%
UPRO vs TRU
+247.4%
+933.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.0% |
| 7D | -3.8% | 0.0% | -3.7% | -3.8% |
| 30D | -8.9% | +24.3% | -33.1% | -27.5% |
| 3M | -7.4% | +2.3% | -9.7% | -13.0% |
| 6M | +1.6% | +17.7% | -16.1% | -19.8% |
| YTD | +23.2% | -3.8% | +27.0% | +13.5% |
| 1Y | +21.2% | -0.3% | +21.6% | +7.4% |
| 3Y | +230.8% | +58.4% | +172.4% | +63.4% |
| 5Y | +106.7% | -24.0% | +130.7% | +131.0% |
| 10Y | +1,125.0% | +187.9% | +937.1% | +383.3% |
| All | +1,180.5% | +247.4% | +933.1% | +372.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling