+1,095.1%
UPRO vs UTHR
+364.7%
+730.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.1% |
| 7D | +7.4% | +5.2% | +2.2% | +4.9% |
| 30D | -7.9% | +9.5% | -17.4% | -11.5% |
| 3M | -12.0% | +17.9% | -29.9% | -19.3% |
| 6M | -2.0% | +2.0% | -4.0% | -3.9% |
| YTD | +20.4% | +21.3% | -0.9% | +6.4% |
| 1Y | +24.5% | +27.9% | -3.4% | +7.0% |
| 3Y | +224.4% | +162.3% | +62.0% | +67.4% |
| 5Y | +97.6% | +190.7% | -93.1% | -8.3% |
| All | +1,095.1% | +364.7% | +730.4% | +257.2% |
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