+236.9%
UPRO vs BB
+145.9%
+91.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.5% | +1.5% | +5.3% |
| 7D | -0.9% | +15.0% | -15.8% | -4.7% |
| 30D | -11.4% | +3.5% | -14.9% | -12.5% |
| 3M | -10.9% | +2.7% | -13.6% | -12.5% |
| 6M | -0.5% | +44.7% | -45.3% | -14.8% |
| YTD | +19.9% | +143.3% | -123.4% | -14.8% |
| 1Y | +24.2% | +102.2% | -78.0% | -6.7% |
| 3Y | +236.9% | +156.1% | +80.8% | +110.5% |
| All | +236.9% | +145.9% | +91.1% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling