+97.5%
UPRO vs XHB
+28.9%
+68.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -2.1% |
| 7D | +7.4% | -0.2% | +7.6% | +7.7% |
| 30D | -7.9% | +9.9% | -17.8% | -18.6% |
| 3M | -12.0% | -6.3% | -5.7% | -5.5% |
| 6M | -2.0% | +3.8% | -5.8% | -8.9% |
| YTD | +20.4% | +0.1% | +20.3% | +14.8% |
| 1Y | +24.5% | -0.8% | +25.3% | +19.7% |
| 3Y | +224.4% | +35.6% | +188.8% | +78.7% |
| All | +97.5% | +28.9% | +68.7% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling