+1,155.8%
UPRO vs ZBRA
+425.5%
+730.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | -6.0% | -3.8% | -2.2% | -3.0% |
| 30D | -5.8% | -10.2% | +4.4% | +2.8% |
| 3M | +10.8% | +58.7% | -47.9% | -29.4% |
| 6M | +31.6% | +61.9% | -30.3% | -19.4% |
| YTD | +25.4% | +41.7% | -16.3% | -15.9% |
| 1Y | +39.2% | +12.4% | +26.9% | +13.0% |
| 3Y | +218.5% | +34.2% | +184.3% | +107.7% |
| 5Y | +137.1% | -40.8% | +177.8% | +236.7% |
| All | +1,155.8% | +425.5% | +730.3% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling