+43.0%
UPRO vs XHB
-16.0%
+59.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.3% |
| 7D | -1.3% | -1.9% | +0.6% | +0.1% |
| 30D | -5.0% | -8.3% | +3.3% | +0.9% |
| 3M | +7.5% | -7.1% | +14.6% | +12.8% |
| 6M | +33.2% | -5.3% | +38.5% | +35.7% |
| YTD | +27.7% | -3.2% | +30.9% | +27.8% |
| 1Y | +43.0% | -13.9% | +56.9% | +51.6% |
| All | +43.0% | -16.0% | +59.0% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling