+294.0%
BHP vs UPRO
+13,044.5%
-12,750.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | 0.0% | -0.8% |
| 7D | -0.5% | +7.4% | -7.9% | -3.4% |
| 30D | -4.5% | -7.9% | +3.4% | -1.8% |
| 3M | -6.9% | -12.0% | +5.1% | -2.6% |
| 6M | -10.6% | -2.0% | -8.6% | -10.7% |
| YTD | +37.2% | +20.4% | +16.8% | +25.6% |
| 1Y | +48.0% | +24.5% | +23.5% | +33.4% |
| 3Y | +52.6% | +224.4% | -171.8% | -14.2% |
| 5Y | +116.5% | +97.6% | +18.8% | +33.3% |
| 10Y | +334.9% | +1,097.3% | -762.4% | -13.0% |
| All | +294.0% | +13,044.5% | -12,750.5% | -81.6% |
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