+13,342.5%
UPRO vs XHB
+956.8%
+12,385.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.6% |
| 7D | +0.1% | -1.3% | +1.4% | +1.9% |
| 30D | -0.9% | -6.9% | +6.0% | +9.5% |
| 3M | +1.9% | -1.3% | +3.2% | +1.8% |
| 6M | +33.1% | -6.8% | +39.9% | +43.5% |
| YTD | +31.8% | +0.7% | +31.1% | +24.2% |
| 1Y | +48.3% | -11.2% | +59.5% | +66.5% |
| 3Y | +221.5% | +25.3% | +196.1% | +100.6% |
| 5Y | +136.7% | +37.3% | +99.4% | +39.7% |
| 10Y | +1,179.2% | +211.5% | +967.7% | +159.6% |
| All | +13,342.5% | +956.8% | +12,385.7% | +459.2% |
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