+231.9%
UPRO vs XHB
+37.2%
+194.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.0% |
| 7D | -3.8% | -4.1% | +0.3% | +0.4% |
| 30D | -8.9% | +9.6% | -18.5% | -16.4% |
| 3M | -7.4% | -6.0% | -1.4% | -2.2% |
| 6M | +1.6% | +2.2% | -0.6% | -1.6% |
| YTD | +23.2% | +1.1% | +22.0% | +19.0% |
| 1Y | +21.2% | -1.7% | +23.0% | +20.4% |
| All | +231.9% | +37.2% | +194.7% | +147.7% |
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