+1,232.5%
UPRO vs UTHR
+310.6%
+921.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -2.3% |
| 7D | -1.3% | +3.0% | -4.3% | -2.8% |
| 30D | -5.0% | -4.3% | -0.7% | -3.2% |
| 3M | +7.5% | -8.4% | +15.9% | +11.6% |
| 6M | +33.2% | -4.2% | +37.5% | +34.2% |
| YTD | +27.7% | +4.0% | +23.7% | +22.2% |
| 1Y | +43.0% | +25.5% | +17.5% | +23.2% |
| 3Y | +224.4% | +125.1% | +99.3% | +81.4% |
| 5Y | +135.9% | +140.3% | -4.5% | +21.8% |
| 10Y | +1,232.5% | +322.5% | +910.0% | +304.8% |
| All | +1,232.5% | +310.6% | +921.9% | +304.8% |
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