+137.1%
UPRO vs XLRE
+7.1%
+129.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.4% |
| 7D | -6.0% | -2.7% | -3.3% | -1.6% |
| 30D | -5.8% | -2.3% | -3.4% | -2.1% |
| 3M | +10.8% | -3.5% | +14.3% | +15.9% |
| 6M | +31.6% | +1.9% | +29.7% | +24.9% |
| YTD | +25.4% | +8.3% | +17.0% | +6.4% |
| 1Y | +39.2% | +6.4% | +32.9% | +21.6% |
| 3Y | +218.5% | +30.2% | +188.3% | +92.0% |
| 5Y | +137.1% | +8.6% | +128.4% | +137.2% |
| All | +137.1% | +7.1% | +129.9% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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