+24.5%
UPRO vs BAM
-1.2%
+25.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | +7.4% | -2.7% | +10.1% | +9.4% |
| 30D | -7.9% | +15.5% | -23.4% | -16.4% |
| 3M | -12.0% | -6.9% | -5.2% | -7.1% |
| 6M | -2.0% | +9.9% | -11.8% | -8.8% |
| YTD | +20.4% | +1.4% | +19.0% | +16.0% |
| 1Y | +24.5% | +3.3% | +21.2% | +18.3% |
| All | +24.5% | -1.2% | +25.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling