+235.9%
UPRO vs UTHR
+118.3%
+117.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.1% | -5.4% | +5.5% | +1.1% |
| 30D | -0.9% | -6.0% | +5.2% | +0.2% |
| 3M | +1.9% | -11.0% | +12.9% | +4.0% |
| 6M | +33.1% | -0.5% | +33.6% | +32.6% |
| YTD | +31.8% | +0.1% | +31.7% | +30.8% |
| 1Y | +48.3% | +28.2% | +20.1% | +39.7% |
| All | +235.9% | +118.3% | +117.7% | +191.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling