+135.9%
UPRO vs ZBRA
-40.4%
+176.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | +0.2% |
| 7D | -1.3% | -1.8% | +0.5% | 0.0% |
| 30D | -5.0% | -8.8% | +3.8% | +1.5% |
| 3M | +7.5% | +47.2% | -39.7% | -24.1% |
| 6M | +33.2% | +61.3% | -28.1% | -14.1% |
| YTD | +27.7% | +42.0% | -14.3% | -10.8% |
| 1Y | +43.0% | +10.5% | +32.6% | +21.8% |
| 3Y | +224.4% | +34.5% | +189.9% | +120.0% |
| 5Y | +135.9% | -40.3% | +176.1% | +292.3% |
| All | +135.9% | -40.4% | +176.3% | +292.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling