+39.2%
UPRO vs VIK
+31.2%
+8.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.2% |
| 7D | -6.0% | -1.8% | -4.2% | -5.2% |
| 30D | -5.8% | -17.3% | +11.5% | +3.4% |
| 3M | +10.8% | -5.1% | +15.9% | +12.5% |
| 6M | +31.6% | +16.2% | +15.4% | +17.9% |
| YTD | +25.4% | +17.6% | +7.7% | +11.4% |
| 1Y | +39.2% | +33.5% | +5.7% | +15.8% |
| All | +39.2% | +31.2% | +8.0% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling