+1,071.1%
UPRO vs UTHR
+349.3%
+721.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.6% |
| 7D | -2.9% | -2.1% | -0.8% | -1.5% |
| 30D | -12.4% | +7.2% | -19.6% | -15.0% |
| 3M | -11.9% | +11.1% | -23.0% | -16.9% |
| 6M | -1.7% | +4.2% | -5.8% | -4.7% |
| YTD | +18.5% | +20.8% | -2.3% | +5.0% |
| 1Y | +17.5% | +29.7% | -12.2% | +0.2% |
| 3Y | +218.4% | +164.1% | +54.2% | +63.8% |
| 5Y | +99.1% | +190.7% | -91.5% | -7.4% |
| 10Y | +1,071.1% | +355.4% | +715.7% | +252.1% |
| All | +1,071.1% | +349.3% | +721.8% | +252.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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