+264.7%
BN vs UPRO
+1,162.5%
-897.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.3% |
| 7D | -3.0% | -1.3% | -1.7% | -2.4% |
| 30D | -13.0% | -5.0% | -8.0% | -11.1% |
| 3M | -15.2% | +7.5% | -22.7% | -18.2% |
| 6M | -5.9% | +33.2% | -39.1% | -17.5% |
| YTD | -15.8% | +27.7% | -43.5% | -24.9% |
| 1Y | -12.2% | +43.0% | -55.2% | -25.5% |
| 3Y | +72.2% | +224.4% | -152.2% | +0.7% |
| 5Y | +33.2% | +135.9% | -102.7% | -18.1% |
| 10Y | +264.7% | +1,232.5% | -967.8% | -1.4% |
| All | +264.7% | +1,162.5% | -897.9% | -1.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling