+83.8%
UPRO vs UTHR
+180.2%
-96.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | -8.7% | -6.1% | -2.6% | -6.8% |
| 30D | -16.9% | +3.1% | -20.0% | -17.4% |
| 3M | -15.3% | +5.5% | -20.7% | -16.7% |
| 6M | -5.7% | -5.8% | +0.1% | -4.4% |
| YTD | +12.1% | +15.3% | -3.3% | +6.1% |
| 1Y | +16.4% | +23.8% | -7.4% | +7.7% |
| 3Y | +210.5% | +146.3% | +64.2% | +107.8% |
| All | +83.8% | +180.2% | -96.4% | +8.7% |
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