+97.5%
UPRO vs ZBRA
-45.5%
+143.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.2% | -2.7% |
| 7D | +7.4% | +0.6% | +6.8% | +6.9% |
| 30D | -7.9% | -14.0% | +6.1% | +2.9% |
| 3M | -12.0% | -14.7% | +2.6% | -1.5% |
| 6M | -2.0% | +31.3% | -33.3% | -25.0% |
| YTD | +20.4% | +33.4% | -13.0% | -12.3% |
| 1Y | +24.5% | +34.1% | -9.6% | -9.8% |
| 3Y | +224.4% | +59.9% | +164.5% | +84.3% |
| All | +97.5% | -45.5% | +143.0% | +261.7% |
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