+21.7%
BDX vs UPRO
+41.4%
-19.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.5% |
| 7D | -3.2% | -2.5% | -0.6% | -2.9% |
| 30D | -2.5% | -4.2% | +1.7% | -2.1% |
| 3M | +21.4% | +8.1% | +13.4% | +20.1% |
| 6M | +10.4% | +35.2% | -24.8% | +3.6% |
| YTD | +18.8% | +28.4% | -9.6% | +12.2% |
| 1Y | +21.7% | +39.3% | -17.6% | +10.7% |
| All | +21.7% | +41.4% | -19.7% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling