+427.5%
BTI vs UPRO
+14,044.6%
-13,617.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | -1.4% | +1.5% | -2.8% | -1.7% |
| 30D | -7.0% | -3.7% | -3.3% | -6.4% |
| 3M | -6.3% | +8.0% | -14.3% | -8.3% |
| 6M | -2.0% | +38.7% | -40.6% | -9.2% |
| YTD | +0.2% | +29.5% | -29.4% | -6.1% |
| 1Y | +3.8% | +46.1% | -42.3% | -5.4% |
| 3Y | +112.1% | +229.1% | -117.0% | +54.0% |
| 5Y | +113.6% | +136.0% | -22.4% | +55.5% |
| 10Y | +69.6% | +1,155.3% | -1,085.7% | -30.3% |
| All | +427.5% | +14,044.6% | -13,617.1% | +11.8% |
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