+131.9%
BTI vs UPRO
+1,087.5%
-955.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.6% |
| 7D | +1.6% | +7.4% | -5.8% | +0.4% |
| 30D | +9.2% | -7.9% | +17.1% | +10.3% |
| 3M | +9.6% | -12.0% | +21.6% | +11.4% |
| 6M | -2.4% | -2.0% | -0.5% | -3.2% |
| YTD | +14.2% | +20.4% | -6.2% | +8.9% |
| 1Y | +20.3% | +24.5% | -4.2% | +13.9% |
| 3Y | +147.4% | +224.4% | -77.0% | +86.4% |
| 5Y | +155.4% | +97.6% | +57.8% | +100.4% |
| All | +131.9% | +1,087.5% | -955.5% | +1.9% |
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 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