+406.7%
BNY vs UPRO
+1,258.3%
-851.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.8% |
| 7D | -1.3% | -2.5% | +1.2% | -0.5% |
| 30D | -0.2% | -4.2% | +4.1% | +1.2% |
| 3M | +14.9% | +8.1% | +6.9% | +11.4% |
| 6M | +40.0% | +35.2% | +4.8% | +25.1% |
| YTD | +42.0% | +28.4% | +13.5% | +28.8% |
| 1Y | +56.9% | +39.3% | +17.6% | +37.8% |
| 3Y | +289.9% | +219.9% | +70.0% | +145.0% |
| 5Y | +259.2% | +142.8% | +116.4% | +128.6% |
| All | +406.7% | +1,258.3% | -851.6% | +43.7% |
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