+1,409.5%
BN vs UPRO
+12,137.2%
-10,727.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | +5.3% | -8.7% | +14.0% | +8.8% |
| 30D | +11.9% | -16.9% | +28.8% | +19.8% |
| 3M | -5.7% | -15.3% | +9.5% | 0.0% |
| 6M | -10.6% | -5.7% | -4.9% | -9.7% |
| YTD | -9.4% | +12.1% | -21.4% | -14.8% |
| 1Y | -8.8% | +16.4% | -25.2% | -15.7% |
| 3Y | +95.6% | +210.5% | -114.9% | +19.1% |
| 5Y | +30.2% | +82.4% | -52.2% | -9.4% |
| 10Y | +277.0% | +1,144.5% | -867.5% | +7.3% |
| All | +1,409.5% | +12,137.2% | -10,727.7% | +47.0% |
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