+1,232.5%
UPRO vs XHB
+202.9%
+1,029.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | +0.8% |
| 7D | -1.3% | -1.9% | +0.6% | +1.4% |
| 30D | -5.0% | -8.3% | +3.3% | +7.2% |
| 3M | +7.5% | -7.1% | +14.6% | +17.5% |
| 6M | +33.2% | -5.3% | +38.5% | +39.9% |
| YTD | +27.7% | -3.2% | +30.9% | +27.4% |
| 1Y | +43.0% | -13.9% | +56.9% | +68.0% |
| 3Y | +224.4% | +24.9% | +199.5% | +99.1% |
| 5Y | +135.9% | +34.5% | +101.3% | +39.0% |
| 10Y | +1,232.5% | +215.5% | +1,017.1% | +164.5% |
| All | +1,232.5% | +202.9% | +1,029.6% | +164.5% |
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