+12,179.8%
UPRO vs XHB
+950.6%
+11,229.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -2.3% |
| 7D | +7.4% | -0.2% | +7.6% | +7.7% |
| 30D | -7.9% | +9.9% | -17.8% | -20.7% |
| 3M | -12.0% | -6.3% | -5.7% | -4.7% |
| 6M | -2.0% | +3.8% | -5.8% | -10.7% |
| YTD | +20.4% | +0.1% | +20.3% | +12.8% |
| 1Y | +24.5% | -0.8% | +25.3% | +17.6% |
| 3Y | +224.4% | +35.6% | +188.8% | +76.2% |
| 5Y | +97.6% | +29.6% | +68.1% | +25.8% |
| 10Y | +1,097.3% | +237.5% | +859.8% | +112.0% |
| All | +12,179.8% | +950.6% | +11,229.2% | +408.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling