+1,125.0%
UPRO vs XHB
+241.7%
+883.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.0% |
| 7D | -3.8% | -4.1% | +0.3% | +2.7% |
| 30D | -8.9% | +9.6% | -18.5% | -20.9% |
| 3M | -7.4% | -6.0% | -1.4% | -0.3% |
| 6M | +1.6% | +2.2% | -0.6% | -5.0% |
| YTD | +23.2% | +1.1% | +22.0% | +14.0% |
| 1Y | +21.2% | -1.7% | +23.0% | +16.5% |
| 3Y | +230.8% | +36.5% | +194.3% | +74.5% |
| 5Y | +106.7% | +33.5% | +73.2% | +22.6% |
| 10Y | +1,125.0% | +240.9% | +884.1% | +116.0% |
| All | +1,125.0% | +241.7% | +883.3% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling