+30.9%
UUP price history and return analytics
+67.0%
-36.2%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -0.4% | +0.4% | -0.8% | -0.3% |
| 30D | 0.0% | +1.0% | -1.0% | +0.1% |
| 3M | +0.9% | +2.4% | -1.5% | +1.3% |
| 6M | +2.4% | +12.0% | -9.6% | +4.7% |
| YTD | +3.9% | +15.3% | -11.5% | +6.7% |
| 1Y | +5.4% | +22.6% | -17.1% | +9.5% |
| 3Y | +11.1% | +74.7% | -63.6% | +24.7% |
| All | +30.9% | +67.0% | -36.2% | +50.4% |
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