+24.3%
BX vs UPRO
+136.1%
-111.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -0.7% |
| 7D | -2.0% | +1.5% | -3.4% | -2.8% |
| 30D | -2.3% | -3.7% | +1.4% | -0.2% |
| 3M | +18.5% | +8.0% | +10.5% | +12.7% |
| 6M | +23.7% | +38.7% | -14.9% | +1.2% |
| YTD | -10.4% | +29.5% | -39.9% | -23.7% |
| 1Y | -19.6% | +46.1% | -65.6% | -36.7% |
| 3Y | +30.8% | +229.1% | -198.3% | -40.0% |
| 5Y | +24.3% | +136.0% | -111.7% | -35.5% |
| All | +24.3% | +136.1% | -111.8% | -35.5% |
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