+136.0%
UPRO vs UTHR
+139.1%
-3.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.3% |
| 7D | +1.5% | -2.9% | +4.3% | +2.3% |
| 30D | -3.7% | -7.6% | +3.9% | -1.6% |
| 3M | +8.0% | -8.6% | +16.6% | +10.6% |
| 6M | +38.7% | +4.1% | +34.5% | +35.6% |
| YTD | +29.5% | +2.2% | +27.3% | +27.0% |
| 1Y | +46.1% | +26.2% | +19.9% | +33.1% |
| 3Y | +229.1% | +121.2% | +107.9% | +124.1% |
| 5Y | +136.0% | +136.5% | -0.5% | +52.0% |
| All | +136.0% | +139.1% | -3.1% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling