+13,342.5%
UPRO vs UTHR
+1,078.7%
+12,263.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +0.1% | -5.4% | +5.5% | +2.8% |
| 30D | -0.9% | -6.0% | +5.2% | +2.0% |
| 3M | +1.9% | -11.0% | +12.9% | +7.5% |
| 6M | +33.1% | -0.5% | +33.6% | +31.2% |
| YTD | +31.8% | +0.1% | +31.7% | +28.4% |
| 1Y | +48.3% | +28.2% | +20.1% | +25.5% |
| 3Y | +221.5% | +113.8% | +107.7% | +86.2% |
| 5Y | +136.7% | +131.3% | +5.4% | +27.1% |
| 10Y | +1,179.2% | +296.7% | +882.4% | +368.0% |
| All | +13,342.5% | +1,078.7% | +12,263.9% | +1,927.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling