+493.3%
BTI vs UPRO
+13,348.2%
-12,854.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.5% | -0.4% |
| 7D | -3.0% | -3.8% | +0.7% | -2.6% |
| 30D | +9.8% | -8.9% | +18.6% | +11.3% |
| 3M | +9.2% | -7.4% | +16.6% | +10.1% |
| 6M | +4.0% | +1.6% | +2.5% | +2.4% |
| YTD | +12.7% | +23.2% | -10.5% | +6.1% |
| 1Y | +15.9% | +21.2% | -5.3% | +9.3% |
| 3Y | +148.9% | +230.8% | -81.9% | +79.7% |
| 5Y | +152.8% | +106.7% | +46.1% | +89.0% |
| 10Y | +124.2% | +1,125.0% | -1,000.8% | -7.9% |
| All | +493.3% | +13,348.2% | -12,854.9% | +26.2% |
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 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