+680.0%
BX vs UPRO
+1,130.0%
-450.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -2.3% |
| 7D | -2.8% | -3.8% | +0.9% | -1.5% |
| 30D | +7.3% | -8.9% | +16.2% | +11.3% |
| 3M | -16.3% | -7.4% | -8.9% | -13.8% |
| 6M | +2.5% | +1.6% | +0.9% | +0.3% |
| YTD | -17.6% | +23.2% | -40.7% | -26.8% |
| 1Y | -12.4% | +21.2% | -33.6% | -21.8% |
| 3Y | +36.2% | +230.8% | -194.6% | -27.6% |
| 5Y | +3.0% | +106.7% | -103.7% | -36.1% |
| 10Y | +680.0% | +1,125.0% | -445.0% | +55.9% |
| All | +680.0% | +1,130.0% | -450.0% | +55.9% |
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