+565.7%
BAC vs UPRO
+14,289.1%
-13,723.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | -0.4% | -0.9% | +0.5% | -0.1% |
| 3M | +16.9% | +1.9% | +15.0% | +14.5% |
| 6M | +26.6% | +33.1% | -6.5% | +8.9% |
| YTD | +15.8% | +31.8% | -16.0% | -0.2% |
| 1Y | +27.2% | +48.3% | -21.1% | +3.0% |
| 3Y | +132.4% | +221.5% | -89.1% | +21.3% |
| 5Y | +72.6% | +136.7% | -64.2% | -8.2% |
| 10Y | +389.7% | +1,179.2% | -789.4% | -18.8% |
| All | +565.7% | +14,289.1% | -13,723.4% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling