+30.1%
BMY vs UPRO
+96.6%
-66.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | +1.8% | -2.9% | +4.6% | +1.9% |
| 30D | +6.2% | -12.4% | +18.7% | +7.3% |
| 3M | -2.1% | -11.9% | +9.7% | -1.2% |
| 6M | +14.3% | -1.7% | +15.9% | +13.9% |
| YTD | +21.6% | +18.5% | +3.1% | +18.7% |
| 1Y | +38.8% | +17.5% | +21.3% | +35.5% |
| 3Y | +42.9% | +218.4% | -175.4% | +24.5% |
| 5Y | +30.1% | +99.1% | -69.1% | +11.8% |
| All | +30.1% | +96.6% | -66.6% | +11.8% |
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