+1,467.5%
BN vs UPRO
+12,988.5%
-11,521.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.0% | -3.1% | +1.1% |
| 7D | +3.6% | -0.9% | +4.5% | +3.6% |
| 30D | +15.9% | -11.4% | +27.3% | +20.9% |
| 3M | -2.3% | -10.9% | +8.6% | +1.6% |
| 6M | -8.4% | -0.5% | -7.9% | -9.4% |
| YTD | -5.9% | +19.9% | -25.8% | -13.9% |
| 1Y | -5.6% | +24.2% | -29.8% | -15.0% |
| 3Y | +104.2% | +236.9% | -132.7% | +20.3% |
| 5Y | +35.5% | +96.6% | -61.1% | -8.5% |
| 10Y | +285.2% | +1,091.6% | -806.4% | +11.2% |
| All | +1,467.5% | +12,988.5% | -11,521.0% | +48.6% |
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