+136.0%
UPRO vs BB
-27.1%
+163.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.6% |
| 7D | +1.5% | +0.5% | +1.0% | +1.2% |
| 30D | -3.7% | -12.4% | +8.6% | +1.2% |
| 3M | +8.0% | -15.3% | +23.3% | +11.8% |
| 6M | +38.7% | +128.8% | -90.1% | -11.0% |
| YTD | +29.5% | +107.7% | -78.1% | -13.1% |
| 1Y | +46.1% | +103.9% | -57.8% | -3.0% |
| 3Y | +229.1% | +72.6% | +156.5% | +112.0% |
| 5Y | +136.0% | -24.3% | +160.3% | +123.0% |
| All | +136.0% | -27.1% | +163.1% | +123.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling