-2.4%
BDX vs UPRO
+136.5%
-138.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.8% |
| 7D | -4.3% | +1.5% | -5.7% | -4.5% |
| 30D | +1.3% | -3.7% | +5.0% | +1.8% |
| 3M | +20.2% | +8.0% | +12.3% | +18.4% |
| 6M | +8.6% | +38.7% | -30.0% | +2.2% |
| YTD | +19.0% | +29.5% | -10.6% | +13.0% |
| 1Y | +21.2% | +46.1% | -24.9% | +12.6% |
| 3Y | -9.7% | +229.1% | -238.8% | -29.2% |
| All | -2.4% | +136.5% | -138.9% | -27.2% |
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 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