+26.6%
BA vs UPRO
+1,064.0%
-1,037.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +1.1% |
| 7D | 0.0% | -2.9% | +2.9% | +0.7% |
| 30D | -8.9% | -12.4% | +3.5% | -4.2% |
| 3M | -25.5% | -11.9% | -13.7% | -22.0% |
| 6M | -27.0% | -1.7% | -25.3% | -27.7% |
| YTD | -20.1% | +18.5% | -38.7% | -28.2% |
| 1Y | -11.0% | +17.5% | -28.5% | -19.9% |
| 3Y | -11.8% | +218.4% | -230.2% | -54.2% |
| 5Y | -20.6% | +99.1% | -119.8% | -53.3% |
| 10Y | +26.6% | +1,071.1% | -1,044.5% | -70.2% |
| All | +26.6% | +1,064.0% | -1,037.4% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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