-0.9%
BA vs UPRO
+137.3%
-138.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.3% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -11.6% | -0.9% | -10.7% | -11.4% |
| 3M | -2.4% | +1.9% | -4.3% | -3.5% |
| 6M | -6.6% | +33.1% | -39.7% | -16.9% |
| YTD | -2.2% | +31.8% | -34.0% | -13.1% |
| 1Y | -8.0% | +48.3% | -56.3% | -22.2% |
| 3Y | -5.0% | +221.5% | -226.5% | -44.0% |
| All | -0.9% | +137.3% | -138.2% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling