+1,367.7%
BN vs UPRO
+14,289.1%
-12,921.3%
-51.4%
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 | -2.5% | +0.1% | -2.5% | -2.5% |
| 30D | -9.5% | -0.9% | -8.6% | -9.2% |
| 3M | -10.4% | +1.9% | -12.3% | -11.7% |
| 6M | -6.4% | +33.1% | -39.5% | -17.3% |
| YTD | -11.9% | +31.8% | -43.7% | -21.9% |
| 1Y | -8.6% | +48.3% | -56.9% | -22.9% |
| 3Y | +77.6% | +221.5% | -143.9% | +7.0% |
| 5Y | +37.0% | +136.7% | -99.7% | -13.5% |
| 10Y | +266.4% | +1,179.2% | -912.8% | +3.1% |
| All | +1,367.7% | +14,289.1% | -12,921.3% | +34.9% |
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