-99.1%
UPXI price history and return analytics
+63.7%
-162.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.2% |
| 7D | -7.1% | -2.0% | -5.1% | -5.4% |
| 30D | +23.9% | -1.4% | +25.4% | +25.7% |
| 3M | +15.6% | +4.7% | +10.9% | +12.4% |
| 6M | +5.6% | +11.4% | -5.7% | -0.6% |
| YTD | -40.8% | +13.1% | -53.9% | -44.1% |
| 1Y | -81.8% | +19.0% | -100.8% | -83.1% |
| 3Y | -97.1% | +73.9% | -171.1% | -97.8% |
| 5Y | -99.1% | +65.4% | -164.5% | -99.3% |
| All | -99.1% | +63.7% | -162.8% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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