+229.1%
UPRO vs XHB
+26.5%
+202.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | +0.6% |
| 7D | +1.5% | +0.2% | +1.3% | +1.3% |
| 30D | -3.7% | -9.1% | +5.4% | +5.2% |
| 3M | +8.0% | -2.3% | +10.3% | +9.3% |
| 6M | +38.7% | -4.1% | +42.8% | +42.8% |
| YTD | +29.5% | -1.7% | +31.3% | +28.6% |
| 1Y | +46.1% | -15.1% | +61.2% | +68.4% |
| 3Y | +229.1% | +26.8% | +202.3% | +138.4% |
| All | +229.1% | +26.5% | +202.6% | +138.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling