+256.9%
BNY vs UPRO
+137.8%
+119.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.7% |
| 7D | -1.3% | -2.5% | +1.2% | -0.6% |
| 30D | -0.2% | -4.2% | +4.1% | +1.1% |
| 3M | +14.9% | +8.1% | +6.9% | +11.7% |
| 6M | +40.0% | +35.2% | +4.8% | +26.0% |
| YTD | +42.0% | +28.4% | +13.5% | +29.6% |
| 1Y | +56.9% | +39.3% | +17.6% | +39.0% |
| 3Y | +289.9% | +219.9% | +70.0% | +151.9% |
| All | +256.9% | +137.8% | +119.1% | +131.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling