+2,833.8%
BX vs UPRO
+14,289.1%
-11,455.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.5% |
| 7D | -4.4% | +0.1% | -4.4% | -4.4% |
| 30D | +0.1% | -0.9% | +1.0% | +0.5% |
| 3M | +16.0% | +1.9% | +14.1% | +14.0% |
| 6M | +21.6% | +33.1% | -11.5% | +4.1% |
| YTD | -8.9% | +31.8% | -40.7% | -21.6% |
| 1Y | -16.6% | +48.3% | -64.9% | -32.9% |
| 3Y | +43.3% | +221.5% | -178.1% | -25.0% |
| 5Y | +25.7% | +136.7% | -111.1% | -27.8% |
| 10Y | +689.5% | +1,179.2% | -489.7% | +49.1% |
| All | +2,833.8% | +14,289.1% | -11,455.3% | +5.0% |
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