+348.1%
BHP vs UPRO
+14,289.1%
-13,940.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.2% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | +3.4% | -0.9% | +4.3% | +3.6% |
| 3M | +4.1% | +1.9% | +2.1% | +2.9% |
| 6M | +20.6% | +33.1% | -12.5% | +6.9% |
| YTD | +56.1% | +31.8% | +24.3% | +38.5% |
| 1Y | +69.6% | +48.3% | +21.3% | +42.8% |
| 3Y | +78.8% | +221.5% | -142.7% | +1.2% |
| 5Y | +113.1% | +136.7% | -23.7% | +21.7% |
| 10Y | +505.9% | +1,179.2% | -673.3% | +18.7% |
| All | +348.1% | +14,289.1% | -13,940.9% | -79.7% |
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 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